Managing Lookup Filters

You can define filters to use when looking up an item in an advanced lookup. The filter allows you to quickly select the item you need by narrowing the list of search results.

Advanced lookups are used when there may be a large number of items to select from, such as staff or clients. For more information, see Using Advanced Lookups.

To manage lookup filters, do the following:

1. Clickon any field where it displays.
2. Do one of the following:
   • Create a new filter. Click New filter to create a new lookup filter.
   • Create a new filter based on a copy. Click Open filter and select the name of the filter to copy.
   • Edit a filter. Click Open filter and select the name of the filter to edit.
   • Delete a filter. Click Delete filter and select the name of the filter to delete. Click Delete on the confirmation window.
3. Enter or edit the filter name.
4. Enter the criteria for the filter.

   Note: To undo your changes and return to the filter defaults, click Reset.

5. Click one of the Save options or Cancel.

   Component	Description
   Save	Saves the filtering options, and then closes the window.
   Save As	Saves the changes to the filter and opens the Save As window, which allows you to enter a name for the filter. The filter name must be unique.
   Cancel	Closes the window without saving any of your changes.