Predefined Filters

Your administrator can define additional filters (not included in the standard version).

In this case, a (Filter) button is displayed besides the search field.

If you select a filter, the search result is limited to the records that meet the filter criteria.

If defined, filters are available from an info area's record list.

To filter data:

  1. Switch to the desired info area. The available records are listed.
  2. Tap on (Filter). The available filters are listed. For each filter, an on/off switch is displayed:


  3. Enable the desired filter using the switch. You can combine multiple filters.
  4. You need to select filter criteria for some filters. For example, if you want to limit the listed records to your clients in a specific country, select the Country filter and then select the desired country.
  5. Tap on Filter to return to the previous selection.
  6. The Filter button in the header displayed the number of active filters ().