Sorting Companies and People with Filters has never been easier.
On Companies and People list view, quickly apply filters on the same screen as the list itself.
Filtering allows you to stay organized and focus on certain companies based on:
- Any field such as Name, City or another custom field
- Radius (distance from your current location)
To Filter by Field:
- Hover over the desired field located at the top of the table (e.g. Name, City, Postal Code) to reveal the Filter Symbol.
- Click the symbol to specify your desired constraints
- Click "Apply" to apply the filter
You can also filter by Radius and Group using the tool on the left-hand side of the screen.
This update to filtering is the first of many improvements we are making to filtering and viewing records in the web application.