While the search feature is great for finding cards that match simple criteria, filtering enables you to take searching to the next level.

For example, you might want to filter your cards list to show all customers who:

• have an outstanding balance greater than a certain value
• you promised to get back to on a certain date
• haven't bought from you this year
• live in a certain state or postcode.

Simple filter

To filter your cards, click the Filter button. A blank row will appear at the top of your card list.

Type into a column's filter row to only show cards that have matching values in that column.

By default, typing a filter term will only show results that begin with the characters you enter. If you want to show all fields that contain the filter term, not just start with it, add an asterisk at the beginning.

For example:

Filtering tips

• When filtering a currency column:
  • you don't need to enter commas or the currency sign.
  • you can use these characters to filter the amounts:
    • < (less than)
    • <= (less than or equal to)
    • > (greater than)
    • >= (greater than or equal to)
    • - (between).

For example, type 1000-2000 to find all amounts between $1,000 and $2,000. Or type >1000 to find amounts greater than $1,000.

• When filtering dates, you can enter the exact date you're looking for, or use the * character to search for a year (eg *2016) or click the filter icon in the date column's header. You can then select a date from a calendar, or choose from one of the smart options below the calendar, like "Today" or "Tomorrow".
  You can also use these characters to filter the dates:
  • < (less than)
  • <= (less than or equal to)
  • > (greater than)
  • >= (greater than or equal to)
  • - (between).

For example, type <=30/9/2016 to find all dates up to and including 30 September 2016.

• What’s filtered: The list will only filter the records that are currently showing in the window. If you've done a search by entering a term in the Search field, and then use the filter row, the list will display only those records that match both the search term and the filter term.
• Only exact phrases are supported: The AND, OR and NOT options that are available in the main Search field can't be used when filtering in the filter row. The filter assumes, and only handles, exact phrases (but you don't need to use quotation marks to indicate it). For advanced filtering, see the Advanced filter information below.

• Filters are not saved: Any filtering you apply is cleared when you close the Cards List window.

  If you want to reuse a filter later, open the Customise Filters window (see “Advanced filter” below), click the Text tab and copy the filter configuration into a notepad text file or Word document. Later you can paste that filter settings straight into the Text tab of the Customise Filters window and apply it in just a couple of clicks.