Filters can be used to narrow your client list to show only those with specific properties. To apply a filter, click the Filter icon at the top right of the list.
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To start creating a filter, click Add new condition.
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The available fields are standard client properties such as name, email, type, or manager, as well as all other client fields.
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The filter condition fields depend on the type of field. As an example, if searching for a Client type, you can choose is or is not, from the list of available client types.
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Or you can look for your own clients - those clients that list you as their manager.
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Filters can contain more than one condition. In this example, the filter will search for all clients with filing dates before a specific date, that also have more than 10 open tasks, and are also audit clients. All clients found by this filter must meet all three requirements.
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You can also apply a filter to include archived clients.
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Once a filter is applied, it can be saved for future use. Click Save filter.
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Name the filter and save. To access the filter again, you can find it in the View menu at the top of the client list.
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To edit or delete a saved filter, click the three-dot icon at the top of the clients list and choose Manage saved filters.
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See also: