21.3.4. Searching and Filtering Opportunities

By using Searches and Filters in OfficeClip, you can easily find the Opportunities you are looking for by specifying particular words and utilizing filters. This feature allows you to search for Opportunities by typing in a keyword and selecting a field, such as Account Name. You could search for a certain word to be in the field Account Name and all items with this criterion would show up in the list. This is helpful for viewing items that may be related to a certain project, time period, user, etc. without having to search through the entire list.

	Tip
	On the search box you can type "`and"` between multiple words to match all the words or use the comma (,) between multiple words to match either of them. For example, `John and Jill` will match all the records that have both John and Jill in them; while `Mary, Jeff` will bring all matches for Mary and also all matches for Jeff together.

Users can create filters to better customize their searches. Filters allow the user to specify many criteria and save them for future use. You can also remove filters if you no longer need them.

21.3.4.1. Search

To search for particular text associated with an Opportunity, type a word or phrase in the Search field at the top of the main Opportunity List. Select the field you wish to search from the drop down box and click Go.
The search results are displayed. To exit the search result screen and view the full list of Opportunities, click Cancel.

21.3.4.2. Filters

The Filters option allows you to create a customized search based on selected criteria that you define. After a filter is created, it is saved for future use. Filters allow you to save time by creating a category to sort through your Opportunities and the fields you want to filter

To create a filter, click the New Filter link that appears next to the filter selector dropdown. A screen will appear. To edit a filter, select the filter then click the Edit Filter link.
Type a name for the filter. A good filter name is one that describes the filter, such as Georgia Opportunities or Source-Web with Opt Out.
Select the scope of the filter:
1. Information Owned by Me allows you to filter the output so that only Opportunities of which you are the owner are displayed.
2. All I Can See allows you to see the Opportunities owned by you, as well as Opportunities you have permission to view or edit.
Select filter conditions by clicking the icon on one of the filter condition sections. The Configure Filter window will pop up.
Select the field you wish to filter from the drop down list.
Select the operation. If the field that is selected is a text field, the Greater than or Less than operation will be based on alphabetical order. If it is a date field, the Greater than or Less than operation will be based on the selected dates. Press Save when finished configuring the filter or press Cancel to exit without saving. Pressing the icon will reset the row of the filter.
Select the fields to be shown in the list of results from the drop down lists in section 4. These fields will show things like Name, Address, Company, etc., depending on your selections, when you filter your Opportunities.
Select visibility:
1. Visible to Everybody allows everyone in your group to see and use the filter.
2. Visible only to Me creates a private filter that will not be seen by anyone else in the group.

Click Save when finished, Cancel to exit without saving or, if you are editing a filter, Delete to remove it.