Filters

Filters are a customizable search criteria that can greatly reduce the number of clicks involved in displaying records. If you wanted to see a list of companies and know who they are managed by, when they first joined and their status', then a filter is what you would use. 

For the benefit of this example we will be searching for a company created by Hugh Cowling that was last modified before November 2011.

1. From the home screen navigation, hover over companies and select Show All
2. Select Filter list in the upper right or left.
3. Select Manager > Hugh Cowling then Last Modified > Before > 01/11/2011
4. Confirm the fields to include in your filter. Click "Save Filter" from the grey menu area on the filter window.
5. Give your filter a name. If you want others to access this filter, make it public.
6. Once saved, this filter will be listed above your bookmarks - so you can easily run the search again

Filters are an easy way of customizing search queries to cater for your business.