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Account Filters

ver. 2.0

 

Create filters to view accounts by name, description, products, and custom fields. You can save your filters to access in the future.

To set up filters, start on the Dashboard or Accounts page.

Click on the drop-down arrow next to "All Accounts."

Account_Filters_01.png

 

Click “+ Add Filter”.

On the Add Filter page, select the fields you want to use and click save.

If you check "Save for Later" and name your filter, it will appear on your drop-down list in the future.

Account_Filters_02.png

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