Preferences - Filter

You can set a default filter for your Appointments view.

Training Tip - Settings within Filter are user specific.

To set your default filter:

  1. From Appointments, select the arrow next to your name and select Preferences:

  1. The Appointments Preferences list displays, select Filter.

  2. Select the filter you require from the available list:

    See Applying or Editing Filters for more details.

    The filter now displays as your default view.

  3. Select Save to save any changes made, and then select the back arrow to close the Appointments Preferences screen.

    4. Note - You are prompted to save any unsaved changes if you try to exit without saving. Alternatively, to quickly reverse any unsaved changes made, select Reset .

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.