A great way to find information quickly is by using filters. Using a filter will reduce the amount of information you are looking at. Making it faster to find what you are looking for. Learn how you can filter the information you need from any archive in SuperOffice in the how-to.
Every archive in SuperOffice contains a Settings button on the right-hand side. When you click the Settings button a new dialog will appear. This dialog allows you to enable filters for this archive.
The filters you use, are only visible for you and you can add and remove filters at any time.
Learn how to customize views by configuring columns with this short video, or read the instructions below.
Filter the information in your archive
You can filter information in all archives in SuperOffice CRM.
- Open the archive that contains the information you are looking for.
- Click the Settings button on the right-hand side of the archive you’ve selected. Check Enable filters at the top of the dialogue that appears. Then click OK.
You’ll see that all the columns in your archive now have a funnel icon behind them. Click on the funnel of the column you wish to use to find the information you need.
- The filter dialogue will appear. Here you can select the information you are looking for. For example, if you are looking for a document created by one of your colleagues, you can select the name of your colleague and the type of document you are looking for.
Once you’ve selected the contact name, activity type, or other, you wish to use, click Filter. SuperOffice will now show you all the records that match the filter you’ve selected. You can add as many filters as you want to use.
- To remove a filter you’ve selected, you click the funnel icon again and click Clear. Again, SuperOffice will update the list of records in the archive immediately.