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Introduction
The “Preset range” functionality enables you to save your commonly used searches ( “Change range”) as “Preset ranges” and easily apply them without having to select all search parameters each and every time you navigate to the page.
Preset ranges are saved separately for each page except for the various tabs in the Sales dashboard pages which use the same preset ranges:
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Saving a “Preset range”
Start by creating a range:
Click the “Change range” button (fig 1).
Select the parameters of a common search you perform (fig 2).
Click “Apply” (fig 3).
Once the results on your screen are filtered according to your selected parameters you can save this search as a preset range.
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Click “Preset range” (fig 1).
Give the range a descriptive name (fig 2).
If you want this search to be auto-applied when you navigate to this page - set the “My page default” switch to “ON” (fig 3).
If “My page default” is not set to “Off” , the search will be applied only after selecting it from the list of “My personalized Grid range/s” (fig 3).Click “Add new” to my personalized range” to save your search as a preset (fig 4).
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Once saved, the search will be available for selection in the “My personalized Grid range/s” pull-down menu (fig 5).
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Multiple searches can be saved according to what you need to see |
Applying a “Preset range”
To apply your “Preset range”, navigate :
Navigate to the required page
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.
Click “Preset range” (fig 1)
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.
Select the required “Preset range” from the list of
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personalized grid ranges (fig 2)
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Once a preset range is applied |
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, the “Preset range” button will |
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turn orange to indicate that |
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filtered results are being displayed. |
Making changes
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to an existing “Preset range”
To make changes in to an existing saved search, click :
Click “Preset range” (fig 1)
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.
Select the saved search
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you need to change from the personalized grid range (fig 2)
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.
Close the “Preset range setup” page (fig 3)
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.
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Click “Change range” (fig 4) to open the Change range page and make the necessary changes
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Navigate back to the “Preset range setup” (fig 1) page and click “Save” (fig 2) to save your changes to your saved search:
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(fig 5)
Click Apply to save the changes (fig 6).
Click the “Preset range” (fig 7).
Click “Update my current range” (fig 8) to save the changes you made to the range to the selected preset.
Click “Close”.
Deleting a “Preset range”
To delete a “Preset range”, select it in :
Click “Preset range” (fig 1).
Select the personalized range you want to delete from the pull-down menu (fig 2)
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.
Click “Delete my range” (fig 3).
To revert back to seeing full unfiltered results, click “Reset to system default” default range” (fig 4):
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