Using the Previewing Filters Options

Use the Preview tab on the Filters and Groups dialog box to test your filter before activating it.

Use the following procedure to test your filter.

1.

In the Filters and Groups dialog box, on the Filters tab, highlight the filter to test and click the Preview tab.

The Preview tab displays the selected filter in the upper text box.

2.

To edit the filter expression in the upper text box, right-click and select the necessary options from the local menu.

3.

Click Search All to run the filter. The results display in the lower text box. The number of records included in the filter display in the lower right corner as Count.

4.

Use these options to alter the results:

○ Build Filter Sort condition used to select a subset of records from the entire database.. Displays the Expression Builder dialog box to modify an existing filter or build a new filter. After selecting the filter of a GoldMine user, the available options are the same as for Creating Filters.

○ Save. Displays the Save Query dialog box to save the filter expression or the selected records as a group. If you save only the filter expression, the actual records selected by the filter might differ when the filter is activated, depending upon changes to your contact database.

○ Drill Down. Lets you select a filter—existing or newly built—that GoldMine applies only to the records already selected on the basis of a different filter. For example, if after performing a search based on a filter to select the records of contacts located in California, GoldMine retrieved 200 records, apply differing filters to only those 200 records.

To Use the Drill Down Option

1.

Switch to the Filters tab.

2.

Highlight the additional filter to narrow the results.

3.

Switch back to the Preview tab and then click the Drill Down button.