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Wednesday, November 11, 2015

Infor VISUAL Tip | Save your frequently used browse filters

Did you know that you can save your frequently used browse filters?

Many Infor VISUAL users use filters within the browse windows, but may not know that they can save the search criteria for future use. Larry Tussing, BizTech VISUAL Consultant, will show you how!

In this example, we have browsed Customer Orders within Customer Order Entry.

1. Choose your method of searching or filtering; either method will work. 


 2. Enter your search/filter criteria as you normally would.

In the example below, I clicked Search and entered Customer ID "RELIND" as my criteria.


Here are my results:


3. If I would like to easily rerun this search, I can save this by clicking Profile and Save as.  Click the name you would like to use, and click OK.



5. The next time I browse Customer Orders in Customer Order Entry, this search will be available by choosing Profile, then Open.  As you can see in the example below, you can save multiple filters. 



Now you can save and use any frequently used search criteria in Infor VISUAL's browse windows!

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