Tutorial - How to Create a Memo Basic Filter
- From
the main menu select Tools > Filter Manager or click on the filter icon
to
open the Filter Manager. All filters you have created will display in
the list of Available Filters (filters are saved specific to user name
and password). [
- Click
on the Create
button. The wizard offers an Advanced or Basic filter option. []
- Select
the Basic
radiobutton then click on the Next button. []
- From
the drop-down list select Memo then click on the Next button. []
- From the memo options
select the appropriate radiobutton then click on the Next button. []
- Enter the details of the notes you wish to
filter on then click on the Next button.
[]
- Select
a Date Range
in which the modifications were made (the blue hyperlink 'hint' will help
you choose which Date Range option to use) then click on the Next button. []
- Rename
the filter or, if desired, add any comments relevant
to the filter.
- Click
on the Next
button.
- Click
on the Finish
button.
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