Filter by

Filter By is an option wherein you can filter your search results while viewing a list or a report.

  • The 'Filter By' option is present on the left sidebar of all the lists and reports.

  • By default, there are two classification options present in the system.

Assigned to

  • When viewing a list or a report of documents like Issues, Leads, Opportunities, you can filter the search result to only see the documents assigned to a certain individual.

  • The Assigned to drop-down will also show you the number of documents assigned to each individual.

Created By

  • Just like Assigned To, you will also be able to classify the document based on the entity that has created them.

  • E.g., if you want to check all the Issues raised by a particular entity, you can do so here.

Add fields

  • Apart from the two default Filter By options, as per your requirement, you can also add other Filter By fields for any document list or report.

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