The results listed in any CRM Grid may be filtered based on the contents of a column and the criteria you specify.
For example, you may wish to view only those Records with a particular Advisor 1, or find Records whose Primary Phone is blank.
Adding a Filter
- Click the funnel on the column to filter by.
- Enter your filter criteria. (The available options to filter by will vary based on the data type of the column.)
- Click . to view the results. The funnel icon changes to denote an active filter
You may filter more than one column at a time to further refine your view.
Removing an Active Filter
- Click the active funnel .
- Click .
You cannot add multiple filters to the same column, but you can accomplish the same results by using an Advanced Search