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Advanced filtering

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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:

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To
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titleHow to filter columns
  1. Click a column in the Filter bar.
  1. The Filter bar is identified by the
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  1. AO-GS-FilterIcon.pngImage Addedin 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
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