You will be brought to the Edit page for your filter. 

powered by - LaCrews Bookkeeping
Just Index Card Demo
Name
Description
User
Due Date Option
Custom Due Date
Show Date Option
Custom Show Date
Included Types
General
Lead
Goal
Idea
Recipe
Inspiration
Work Order
Vision
Issue
Big Rock
Personal
Interaction
Agenda
Opportunity
Other
Mission
Role
Question
Resource
Appointment
Mileage
Excluded Statuses
Done
Excluded Priorities
Excluded Colors
Sort Option
Archive Option
Select Customers
Select Projects
Search Text
Max Cards
Order
Is Template
Dog Eared Only
Close Delete 

Edit the card as you see fit for your filter. For this example, we are making a filter that only displays Lead cards.

Add new filter description.  Active cards assigned to me with any card type. Sorted in priority order and returning a maximum of 150 cards.

To view your newly made filter, click the "Card List" icon.

Your filter will now display, according to your set preferences. 

Schedule - Lead - ToDo - Wed, Feb 3
Warm lead - Chesapeake Yacht C...
Web photos out of date, Need both stills and video
Phone: 840-325-6785 | Email: cyc@gmail.com
Source: Referral - Integrity | Value: $2,000
Next Step: Meet Eddie for Lunch
User: Mark
Customer:
+1
Project:
Schedule - Lead - ToDo - Sat, Jan 8
Cold lead - Ursula Galley
Curious about what kinds of services we offer
Phone: 432-534-1235 | Email: utgalley@yahoo.com
Source: N/S | Value: $0
Next Step: Set up phone call for information
User: Mark
Customer:
+1
Project:
Schedule - Lead - ToDo - Sat, Jan 8
Hot lead - Sally Blakely
Looking for an estimate for photos of all her boats
Phone: 555-555-5555 | Email: sblakely41@gmail.com
Source: N/S | Value: $0
Next Step: Schedule lunch meeting
User: Mark
Customer:
+1
Project:

Create Filter