Filter sets are used as search criteria to display data in the My Pipeline grid.
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Create a
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Filter Set
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Filter setting name
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Data Values That Can Be Configured in a Filter Set | |
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Data Value | Description |
Filter Setting Name | Required to save or create any filter set |
App | |
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Created Date | List of date range options during which the application was created - all time, today, yesterday, this week, last week, this month, last month, this year, all time, custom range |
Team |
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/Agent | List of all agents in the |
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organization that share the same branch permissions as the logged-in user | |
Branch | List of all branch permissions of the logged-in user |
Customer type | List of the types of applications in our system |
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- borrower, external contact, |
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Al | |
Statuses | List of all statuses in the workflow of the logged-in user |
Campaigns | List of all campaigns with the same branch permissions as the logged in user |
It is optional to mark a filter setting as primary the Primary filter setting (default). Once a primary Primary filter setting is selected, every time a user navigates to My Pipeline, the primary Primary filter setting will be auto-populated in the Filter set Set field.
Duplicate filter set names are allowed.
Status and campaign Campaign fields are required to create and save a filter set.
Any number of filter sets can be created per user.
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Update a
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Filter Set
Any of the configurable data within a filter set can be changed and updated
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. Prior to saving changes, the se required fields need to be filled out
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3. Delete a filter set
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Any and all filter sets can be deleted
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Filter Setting Name
Status
Campaign
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Delete a Filter Set
Any filter set can be deleted. The report cannot be run if all filter sets are deleted.
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