Predefined Filters
Your CRM.Client administrator can define additional filters (not included in the standard version).
In this case, a (Filter) button is displayed besides the search field. The filter is grey in color when it is not activated. If you select a filter, the search result is limited to the records that meet the pre-defined filter criteria. If defined, filters are available from an info area's record list.
To filter data:
- Switch to the desired info area.
- Click on
(Filter).
The available filters are listed. Each filter has an on/off switch.
- You need to select filter criteria for some filters before you can enable them. For
example, if you want to limit the listed records to your clients in a specific country,
click on beside the
Country filter and then select the desired country from the
drop-down list. After selecting the required countries, you can enable the Country
filter using the on/off switch.
- Enable the desired filter using the on/off switch. Once a filter is activated it is immediately applied to the search list.
- Click on to collapse the drop down list.
- Similarly perform the above steps to add more filter criteria. You can combine multiple filters. The search results are filtered as each filter is activated.
- Click to return to the search listing with the filters activated.