The quick filters available at the top of many Demandbase pages lets you filter the information shown on these pages. Additionally, you can create filters with specific Selector criteria and save them to use later or to share with your team.
You can create and save filters for accounts, people, opportunities, or activities and use them throughout Demandbase. You can also edit and manage your filters.
List
The List tab shows the accounts, people, opportunities, or activities that meet the Selector criteria. You can click Edit Columns to update the columns shown in the table or click Export to export the list to a CSV file.
Selector
The Selector tab shows the Selector criteria. For more information about Selectors, see Working with Selectors.
Details
The Details tab shows the following information:
- Name: Name of the filter.
- Description: Details about the filter.
- Public: Indicates if the filter is public or not. Public filters are visible to all users in your organization.
- Member type: Object type of the filter (Account, Person, Opportunity, or Activity).
- Owner: User who owns the filter.
- Created on: When the filter was created.
- Last updated by: User who last updated the filter.
- Last updated on: Date the filter was last updated.