Search Within CRM

Filter Entries Within A Directory

You can sort and filter entries within a directory by one or several attributes displayed as columns (can be set up by the Administrator for each directory individually).

Click next to the column name to sort, click on the name to filter. Different attribute types have different filtering options.

Saved Filters (Companies directory only)

When one or several columns are filtered in the Companies directory, you will see the Add filter action in the left menu. Click it, name a filter – and it will appear above the list of companies as a quick filter you can apply or un-apply in one click. Remove the filter by pushing the 'x' button if you don't need the filter anymore.