Just these help pages, not phone support or the product itself
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You can customise the information listed in display tables by sorting, grouping, filtering and removing and adding different columns of data according to your requirements.
Drag the column heading to the Group bar. This will group the items in the list by the heading(s) you have selected. For example, you can view the clients by partner or contact type rather than by code. When you drag the required group heading to the Group bar, the list will be updated to reflect your selection. You can add another group heading either before or after those already selected to further group the items. To view all items, remove all the grouping options from the Groupbar.
Click on a column in the Filter bar. The Filter bar is identified by the in the left most column.
Use the drop-down to select from the list of values in the column. 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.