Appointments Setup Preferences

You can set a default filter for your Extension plan view:

1. From Appointments Setup, select the arrow next to your name and select Preferences:

   

2. The Preferences - Filter screen displays. Select the filter you require from the available list:

   

   Training Tip - To clear a default filter, select No Filter from the available list.
   See Adding Filters or Editing Filters for details.

3. Select Save to save your changes or Reset to cancel any changes:

   

4. The filter now applies as your default Extension plan view.

   Note - This is a user preference only and does not affect Extension plan views of other users.
   Important - If you change the default filter, you must restart Appointments Setup to apply the change.