Adding Filters for Subscribers

You can create customized filters and use it regularly to search records matching the filter criteria. This enables you to see only specific records in the Subscribers table.

Create Filter

1.      Subscriber Category: Select a value from the drop-down list to filter records based on the selected category. The subscriber categories that you define in Manage Office -> Office Setting -> Categories tab are listed.

2.      Subscription Date: Select a value from the drop-down list to filter records based on the selected subscription date. The values are system defined.

3.      Tags: Select a value from the drop-down list to filter records based on the selected tag. The customer tags that you define in Manage Office -> Office Setting -> Categories tab are listed.

4.      Status: Click Status and select the check box to filter records based on the selected status. Select All to include all statuses in your filter. The values are system defined.

5.      Next Bill Date: Select a value from the drop-down list to filter records based on the next bill date. The values are system defined.

6.      Click to view records matching the selected filter or click to clear the data you specified or click to save the filter. Note that when you save a filter, it is listed under the Saved Filter tab.

Saved Filter

This tab displays the filters that you created and saved using the Create Filter tab.