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  • Creating a Filter or Filter View
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Filters allow the user to narrow down records within a module using a specific set of criteria, as well as customize the view or columns displayed in a module. 

 

In this video, the user will learn how to create a filter using Standard and Advanced filters.

 

In this video, users will learn how to apply additional related filters to narrow down a set of records based on additional record associations made. 

 

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