If you have been struggling to effectively search for the correct entity amidst an increasing number of contacts, opportunities and documents then this feature is right for you.
The searching and filtering options on the Clients page aim to narrow down your query for efficient and crisp results.
Filtering and Sorting Contacts:
To search for a particular contact or for multiple contacts with similar names, click on the magnifying glass icon beside Contacts under the Client Details card and type in your keyword.
Subsequently you may click on the ‘View All’ option at the bottom of the Contacts card to expand the contacts view into a new modal for easy viewing.
On the modal, you may sort the contacts by clicking on each column header. If you click once, it will rearrange the list in ascending order. If you click twice, it will sort the list in descending order.
Filtering and Sorting Opportunities:
Similarly you may search for opportunity with a keyword of minimum three letters to yield the search results on the Opportunities card. If you click on the ‘View All’ option it will redirect you to a customised list view of the opportunities under a given client.
In the list view, sort the opportunities by clicking on each column header. If you click once, it will rearrange the list in ascending order. If you click twice, it will sort the list in descending order.
Filtering and Sorting Documents:
You may also search for different documents with a keyword of minimum three letters to yield the search results on the Documents card. If you click on the ‘View All’ option it will redirect you to a customized list view of the documents under a given client.
Similarly, you can sort this list of documents as you sort opportunities and contacts.
