|
Creating Filters
|
Previous Top Next |
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 Customers table.
Create Filter
1. Category: Select a value from the drop-down list to filter records based on the selected category. The categories that you define in Manage Office -> Office Setting -> Categories tab are listed.
2. Subscriptions: Select a value from the drop-down list to filter records based on the selected subscription. The values that you define in Manage Office -> Subscriptions are listed.
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. Click 
to view the records matching the selected filter or click 
to clear the
data you specified or click 
to save the filter. Note that when you save the 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.