Advanced filtering

Access online learning video on this topic

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:

INSERTIMAGE  

To filter columns

1. Click a column in the Filter bar.


The Filter bar is identified by the in 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 to remove the filter.