Select Home > Task Control > Batch Control.
Enter your Search Criteria.
Click the Save link.
Add a Name to your filter.
Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.
- Click Save.
Select Home > Task Control > Batch Control.
Click the Load link.
- Click on the Filter you wish to use.
Select Home > Task Control > Batch Control.
Click the Load link.
Click on the Filter you wish to update.
Enter your updated Search Criteria.
Click on the Save link.
- Choose whether to Update Filter or Save as New Filter.