Copy a Saved Filter to Another User or Security Group – User Guide
Introduction
In FibreCRM you can create and save Filters in modules across the CRM so you can quickly access records that are more relevant to you instead of a long list of every record available. Once you’ve created and saved the Filter it will be available for you to apply at any time, however you also have a copy filter option so you can copy the Filter to other Users or Security Groups.
Copying a Saved Filter
To copy a Saved Filter to another User or Security Group. First navigate to the module where the filter you’d like to copy is. Click on the My Filters tab and in the drop down menu select the Copy Filter To option.
To copy your filter to a Security Group, select the Filter from the drop down list and then select the Security Group from the drop down list. Once done select Copy to Security Group. The Filter will then be copied, the pop up box will then close and you’ll be returned to the module list view.
To copy your filter to another User, select the Filter from the drop down list and then select the User from the drop down list. Once done select Copy to User. The Filter will then be copied, the pop up box will then close and you’ll be returned to the module list view.
Cheat Sheet
To download the Copy a Saved Filter cheat sheet click here
