How do I edit an existing filter in the Customer Portal?

This article will outline how to edit filters within the Customer Portal. This article is specific to the Orders Module, but the process to editing filters is the same wherever they are available.

All customers with Portal access will be able to complete this action.

To locate your filter settings:

1. Navigate to your Orders Module
   
    When you first log in, this is automatically the first screen you will see

To edit an existing filter:

1. 1. Apply the filter from which you wish to add or remove criteria
      
   2. In the top left, click the "Filters" option, which will bring up a drop-down menu
      
   3. From the drop-down menu, select the additional criteria you would like to filter by when using this saved filter
      
      You can choose as many items as you would like, but you will have to select them one at a time.
   4. You can also search this drop-down menu for specific criteria using the search bar
      
   5. For this example, we will add an item to filter by pickups, so select "Pickup Date"
      
   6. The Pickup Date filter will be applied, and a new drop-down menu will ask you to select the data used for this criteria
      
   7. To show Orders to be picked up tomorrow, select "Tomorrow"
      

1. 1. Once you have selected all the criteria by which you wish to filter your Orders, navigate to the top of the page under "Orders" and click the three horizontal dots
      
   2. From the drop-down menu that appears click "Update Current Filter"
      
   3. You will notice that the additional criteria you have selected changes from blue...
      
      ...to white
      

And now your filter has been updated!

If you're looking for a more visual explanation on this, check out the video below!