Siebel eInsurance Guide > Opportunities > End-User Procedures >

Using Persistent Filters

Persistent list filters provide end users with the ability to filter data in a list based on a query-by-example paradigm, but the criteria of the filters are visible and editable in the filter even after the filter has been run.

NOTE:  Persistent filters are available in selected views in the Opportunities, Activities, Event Calendar, Sub-Events, and Sessions views.

To enter and run a persistent filter

  1. Navigate to the Opportunities screen.
  2. From the Show drop-down list, select All Opportunities.
  3. In the Opportunities Filter, create a filter query by filling in the desired fields.

    4. Some fields are described in the following table.

    Field
    Comments
    Company
    Select a company from the Pick Company dialog box.
    Expected Value
    Enter a range. For example, entering >=2000000 would return opportunities with an expected value greater than or equal to $2,000,000. This field supports query operator use.
    Industry
    Select an industry from the Pick Industry dialog box.
    Probability
    Enter a percentage value or range of values. For example, entering >= 50, would return opportunities with a 50% or greater probability. This field supports query operator use.
    Revenue
    Enter a range. For example, entering >=2000000 would return opportunities with revenue greater than or equal to $2,000,000. This field supports query operator use.
    Sales Cycle
    Select a Sales Cycle stage from the drop-down list.

    NOTE:  The persistent filter fields are cumulative; opportunities must meet every criteria defined in the Opportunities filter.

  4. To run the filter query, click Go in the Opportunities Filter.

In the Opportunities list, only those records meeting the persistent filter criteria appear. End users can continue to filter the results by making changes to the values in the filter fields.

To save a persistent filter

  1. Create and run a persistent filter. For more information, see To enter and run a persistent filter.
  2. Type an appropriate name in the Save Filter As field and click Save or Save as Default.

    3. Clicking Save as Default saves a filter query to run as a default every time you go to the associated Opportunities view.

    The filter name appears in the Select Filter drop-down list.

To delete a persistent filter

  1. Navigate to the Opportunities view which contains the saved persistent filter.
  2. In the Opportunities Filter, select the saved persistent filter you wish to delete from the Select Filter drop-down list and click Delete.

    3. The filter is deleted and no longer appears in the Select Filter list.


 Siebel eInsurance Guide 
 Published: 04 June 2003