Support Center

Custom Filters

Last Updated: Oct 12, 2017 04:45PM CDT
You can filter the workbench in virtually any way you wish.  To create a custom filter, select "Quick Filters" and "Create New Saved Filter." 

Add a name for the filter, select if this is a shared filter or not and add your criteria.  Click Save to be able to use this filter in the future.  NOTE:  Shared filters will allow everyone using Essentials to be able to use the filter.  Only the person who created it can edit or remove the filter.

If you have created a custom filter that you now want to delete or change, it's easy to adjust them.

From the Quick Filters list shown on the Workbench, click the edit icon next to the one that needs to be updated or removed.


You will have the option to edit the criteria including the name of the filter, deleting the filter or even duplicating the filter.  Once your changes are made, click Save.

Click Here for further assistance and a support team member will be glad to assist.  Or, click the Live Chat feature found to the right of the screen to instantly chat with a support team member.

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