Manage Filters

Context

You can take actions to manage the filters you create or Demandbase Standard Filters.

You can also edit filter details such as selectors, name, description, and owner. 

Steps: Take Action

1. From the left navigation bar, go to Database > Account Filters, Person Filters, Opportunity Filters, or Activity Filters. 
2. In the table, select the checkbox for one or more filters.
3. Click Take action and select an available action.
   • Make Favorite: Select to add the filter as a favorite.
   • Unfavorite: Select to remove the report as a favorite.
   • Make Public: Select to make the filter public. Demandbase requires you to confirm before making the filter public.
     Important: After you make a filter public, you cannot make it private again.
   • Delete: Select to delete the filter. Demandbase requires you to confirm before deleting the filter.
     Important: If the filter is public, the action deletes the filter for all users.
     

Steps: Edit Filter Details

1. From the left navigation bar, go to   Database > Account Filters, Person Filters, Opportunity Filters, or Activity Filters. 
2. Click the name of a filter. 
3. Edit the following filter details: 
   • Selectors: Go to the Selector tab. Edit the selectors and click Save. 
   • Name:
     • Option 1: Click the filter name to enable the text field and enter a new name.
     • Option 2: Go to the Detail tab. Hover over the name, click the pencil icon, and edit the name. Click the checkmark next to the box.
   • Description: Go to the Detail tab. Hover over the description, click the pencil icon, and edit the description. Click the checkmark next to the box. 
   • Owner: Go to the Detail tab. Hover over the owner, click the pencil icon, and edit the owner. Click the checkmark next to the box.