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  1. Enter your keyword into the name field and/or the email field.

  2. Click Save.

  3. Enter the filter name and choose the filter type. Global means everyone can see you filter, while Private means only you can see it.

  4. Save your filter.

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Actions on Insurance company list

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Actions

Description

Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields.

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