Creating a New Search Filter
- Select Accounts>Search from the OPERA Main Menu.
- The Account Search screen displays. Select the Filter button.
- The Filter Maintenance for Account screen displays. Enter a name for the new filter in the Filter Name field.
- To allow other users to use this filter, select the Public Filter check box.
- Enter a description for the new filter in the Description field.
- Double-click a cell in the Field column of the Select where... grid.
- The fields dialog box displays with a listing of all the fields in the Account Database. Highlight the field you would like to use and select the OK button.
- Double-click a cell in the Operator column of the Select where... grid.
- The Operator dialog box displays. Highlight the operator you want to use to customize your search filter and select the OK button.
- Double-click a cell in the Value column of the Select where... grid.
- Select what exact details you wish to search for in this field followed by the OK button.
- To attach a second query use the AND or the OR combination options.
- Select the OK button to save and apply this new filter to the Account Search screen.