Choose the Filters menu option, which is found under the My sfCRM tab at the top of the page.

The filter page layout opens up allowing us to add new filters to any of the four major entities namely Accounts, Contacts, Activities & Opportunities.

The filter name and a brief description of the filter should be entered in the relevant boxes. On the Left is a list of related entities from which we can obtain the fields on which to restrict.

A list of all the fields in the Accounts Entity show up. You can add fields from one or more of these entities and the system will ensure that only the correctly related records will be used to enforce the filter condition.

In the Filter drop down select the option in. Since Territory is a look up field, the editor shows the range of US states and let’s us choose the appropriate State in this case California.

Click on the save button.

We are back to the manage filters page and the new filter can be seen in the accounts filters section. As this is a filter created by the user it is a private filter and will not have the check mark. Filters which are created by the system administrator are public filters.

Click on the Save button at the bottom right of the page, to save the new filter in the system

As it was an accounts Filter we are taken to the Main Accounts list page. Click on the filter dropdown found at the top right of the page and highlight the created filter, My California Accounts.

Notice under the column Territory and you will see only California. Which means the filter is in effect.

Only filters created by the user can be deleted. To delete a filter we have to go back to the Manage filter page. Click Filters from the My sfCRM tab as shown.

Click on the X mark next to the filter.

A dialogue box pops up asking for confirmation whether the filter is to be deleted. If you are certain the filter has to be deleted press OK.

Notice the filter has been deleted.