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You can apply a single or multiple filters to the Find Clients list. In the following example, a filter has been applied to both the Partner and Department fields:

AO-GS-Find-Clients-Filtering.png

INSERTIMAGE  

NZ_Filtering_Clients.png
How to filter columns
  1. Click a column in the Filter bar. The Filter bar is identified by the AO-GS-FilterIcon.pngin the left most column.
  2. The drop-down arrow opens a list of valid values for selection. The list will now only show entries that match the value selected in the filter. You can use wildcards when entering filters:

    • To find all entries in the column beginning with D, enter d* in the filter

    • To find all entries in the column containing the characters FAMILY, enter *family* in the filter

    • To find all entries ending in D, enter *d in the filter.

  3. Click AO-GS-Button-ClearFilter-02.png to remove the filter.
 
Related topics
 
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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
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New Zealand

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