Run a set definition
Once a set definition has been created, it can be used over and over to filter records in realtime. As more records are created, the set will find them with no modifications, enabling powerful filtering for organizations an people.
Table of contents
Run a set definition
Navigate to either Resources -> Organizations or Resources -> People.
In the All Sets dropdown, select the set that you have created.
The resources are filtered according to the criteria in the set.
To unfilter, set the dropdown back to All Sets.