Filter data in the archives

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.
   
   
   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.
   
   
   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.
   
   
   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.
   
   
   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.