Filter the section tabs
The section tabs in SuperOffice CRM can contain large amounts of data, such as contacts, activities, and sales.
A great way to find information quickly is by using filters. Filters reduce the amount of information you are looking at, making it faster to find what you are looking for.
You can filter the content of section tabs by adding criteria to one or more columns.
Filters are personal. The filters you use, are visible only for you and you can add and remove filters at any time.
Multiple filters can be active at the same time. If a section tab does not display the expected records, check your filter settings.
Learn how to customize views by configuring columns with this short video, or read the instructions below (video length - 2:10):
|(the filter icon)
|You can filter activities and sales section tabs by date, users, and groups.
|Activities filters (checkboxes)
|You can filter activities by type (pre-defined filters). Click the arrow and select what to.
|Click the funnel icon on a column header to filter on that column.
The column filter is not available in all section tabs. Not all columns can be filtered.
Filter activities and sales
Go to the Company, Contact, Sale, or Project screen.
Select the Activities or Sales section tab.
Click the filter icon.
In the From box, specify from how far back in time you want to show activities or sales.
In the To box, specify for how far ahead in time you want to show activities or sales.
Click the arrow to the right of the To box to open a list of possible time intervals. For example, to show all activities or sales defined for the next quarter.
Choose one of the following options:
To show the activities or sales for a specific group, select the required group in the Groups list. The members in the group will then be selected for you on the Associates list on the right.
To show activities or sales for one or more associates, select the required contacts in the Associates list. To select several, hold down the CTRL key as you select the people you want.
To show your own activities or sales, select Mine.
To show all activities or sales for all groups and associates, select All.
Click OK. The tabs will show all activities or sales that match the criteria you specified.
Hold the mouse pointer over the filter icon to display the active filter settings.
Click Show count at the lower right of the section tab, to see how many records are displayed. The number changes according to active filters.
Activate the column filter
Click to the right of the column headers and select Enable filter.
Now, all the columns in your archive have a funnel icon behind them.
Add column filter
Open the section tab that contains the information you are looking for.
Click on the funnel icon of the column you wish to use to find the information you need.
In the dialog, select the information you are looking for. Depending on the type of data in the column, do one of the following:
- Enter text and press ENTER. The default filter type is "starts with".
- Select an item from the list.
- Select a date range.
For example, if you are looking for a document created by one of your colleagues, select their name and the type of document you are looking for.
Click Filter. The section tab is updated with the records that match the filter. Filtered columns are displayed in bold text.
Repeat the previous step to filter by a second column.
To remove a filter you have selected, you click the funnel icon again and click Clear.
The list of records in the archive is updated immediately.
Reset the column filter
Click and Reset to reset the filter.