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Filter data in the archives

Oppdatert på 15. nov 2021

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 customise views by configuring columns with this short video, or read the instructions below (video length - 2:10):

How to use filters in archives

  • Filter the information in your archive
    • Filter the information in your archive

      You can filter information in all archives in SuperOffice CRM.

      1. Open the archive that contains the information you are looking for.

        To set Filter on one archive, click the settings and check ON for Enable filter
        Click Enable filter ON to be able to filter on the archive

      2. 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.

        When setting Enable filter ON, you can filter on the different columns to narrow down your "search"
        You can click the filter icon on the column and select wanted filter

      3. 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.

        Select Owner in the Filtered archive and click Filter to set it
        Click Filter to set it and show the filtered archive

        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.

        An owner is set as Filter in the archive, this will show less entities in the archive.
        See the archive with less entities. It can make it easier to find what you are after

      4. 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.

  • Use filters in the section tabs

 

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