Copy a filter

You can copy any filterClosed a set of criteria to selectively screen out incoming information, such as "all active students" or "former students", whether you own it or not.

To copy a filter:

  1. Go to a list page, such as the Student List.
  2. In the upper-right corner of the page, click the Filter icon Filter icon. , and then select Manage Filters.

  3. The Manage Filters pop-up appears:

    Manage filters pop-up.

  1. Select the filter to highlight it, and click Copy. The Filter Pick List appears:

  2. Filter pick list.

  1. Make changes to the Name, Owner, and Filter Type fields as needed.
  2. Click Save.
  3. If needed, change the order of a filter by selecting it and then clicking Up or Down:

  1. Click Close.