Global Filters let you define filter categories (like services, business types, or certifications, etc.) and their selectable values. Once created, these categories and values become available for all stores, so you can apply them consistently across your store locator.

Navigating to Global Filters  

• Click the Global Filters tab from the submenu (see Navigating to eLocate for full steps).

How to Add a Global Filter #

💡Tip: Use the Preview button before customizing filters to see how categories and values will appear in the store locator. This gives you a clear idea of how filters impact store discovery.

1. On the Global Filters page, click Add New.

Step 1: Properties

• Enter a Global Filter Name (required).
• Switch the Featured Global Filter to ON if you want this category highlighted in the locator. You can only have one featured filter at a time.
  • When you toggle it ON, a confirmation pop-up will appear. If another filter is already featured, the pop-up will ask if you’d like to replace it.
  • Click Yes, Proceed to confirm, or No, Cancel to keep the current setting.
  • Note: The Preview button shows you how this featured filter will look in store locator.

Step 2: Build Your Global Filter Values:

• Click on the “2. Build Your Global Filter Values” tab.
• In the Global Filter Values field, enter a value.
  Note: The Preview button shows how these values will appear in your store locator.
• Click Add Filter Value.
• The value will appear in the list on the right. From here, you can drag to reorder, edit, or delete it. See How to Edit a Global Filter & Filter Values for more details.
• You can repeat these steps (enter a value → click Add Filter Value) as many times as needed until all the options for this filter category are added.

2. Click Save.
3. A success message will confirm your new filter has been added.

How to Edit a Global Filter & Filter Values #

1. In the Global Filters page, click the Edit icon for the filter category you want to update.
2. To edit the Filter Name or Featured Status

• Go to the “1. Properties” tab.
• Update the Global Filter Name or switch the Featured Global Filter ON/OFF.

To edit the Filter Values

• Go to the “2. Build Your Global Filter Values” tab.
• In the right-hand list, you can:
  • Rename: Click the Edit icon beside a value, edit the value in the field, then click Update.
  • Reorder: Drag and drop this icon into the desired order.
  • Delete: Click the Delete icon beside a value.

⚠️Important Notice: Deletion is instant and cannot be undone. Double-check before clicking Delete.

Click Save to apply changes.

How to Delete a Global Filter #

If you want to remove an entire filter category:

1. From the Global Filters page, find the category you want to delete from the table.
2. In the Actions column, click the Delete button.
3. A confirmation pop-up will appear.
   • If the filter is assigned to store locations, the pop-up will warn you:
     “This global filter is currently assigned to your store locations. Deleting this will permanently remove this filter and all its values from all stores.”
   • Choose Yes, Proceed to confirm, or No, Cancel to back out.

⚠️Important Notice: Deleting a global filter is permanent. All of its values will be removed from every store where it was applied.

How to Enable or Disable a Global Filter #

1. Find the filter in the Global Filters page (see Navigating to eLocate for full steps).
2. In the Visibility column, click the toggle:
   • On = Global Filter is active.
   • Off = Global Filter is disabled.
3. A success message will appear confirming your change.
   

How to Set a Global Filter as Featured #

You can highlight one filter category so it always stands out in your store locator. This helps customers quickly see the most important detail (e.g., certifications, business type, or a key attribute).

1. In the Global Filters list, click the Edit icon for the filter category you want to feature.
2. In the 1. Properties tab, switch Featured Global Filter to ON.
3. If another filter is already marked as featured, a confirmation pop-up will appear asking if you want to replace it. Click Yes, Proceed to confirm.
4. Once set, the featured filter category will:
   • Appear in orange font in the list
   • Automatically move to the top of the filter category list.

⚠️Important Notice: Only one filter can be featured at a time. If you switch to a new one, the previous featured filter will lose its highlighted position

💡Tip: Use the Preview button to see how a featured filter looks compared to regular filters before finalizing your choice.

How to Sort Global Filters #

By default, your global filters are listed in alphabetical order (A → Z). You can quickly change the order to suit your preference:

1. Go to the Global Filters page.
2. To sort the order, click the Filter Category ↑↓ column header.
3. Each click will toggle the list:
   • Ascending (A → Z)
   • Descending (Z → A)

🗒️ Note:  • Sorting doesn’t change how customers see filters in the store locator — it only affects how you see them while managing in eLocate. • Sorting only affects how non-featured filters are arranged in the list. The featured filter always stays pinned at the top for visibility, regardless of whether you sort A → Z or Z → A.