Sales Reps – Using Saved Filters

Saved Filters enable users to filter titles in Edelweiss by a large variety of customizable parameters to find just the sorts of titles they’re looking for. You can even save these custom searches and come back to them again and again.

The Saved Filters tool can be found here:

Saved Filters are quite powerful, and you’ll want to take a little time to set them up. Essentially, you can create as few or as many filters as you want, save them, and then use them throughout the site (and can come back anytime to create additional filters).

To create a Saved Filter, open the Saved Filters screen by clicking the icon as shown above. Here, you can select from existing filters or create new ones.

Selecting the Add New Filter button will open up the filter creation screen, where you can select from a large list of attributes to build your filter.


 

You can, of course, filter for just your own publishers’ titles.

Even more useful:  You can set a ‘dynamic’ time frame here, which you never have to reset. Every time you look at this filter, it will always show, for example, your publisher’s cookbooks that will be published in the next 3 months. With just a few clicks and some forethought, you’ll have a constantly-updated filter you can use to remind your buyers about soon-to-be-released titles of interest.

These results will even display in your Saved Filters widget. Set up thoughtfully, this tool can regularly alert you to titles that fit your specific interests and needs.

Just click on the Saved Filters number in the dark blue bubble to see a list of titles that fit the selected parameters, which you can easily share with relevant accounts.

Note that you can apply a Saved Filter to any list of titles, whether a catalog, collection, the Review Copies page, Buzz list, etc. Select your desired filter from the Apply Saved Filter option on the left-hand sidebar of the title list.

In this window, you’ll also find preset genre filters.