You can filter data by entering criteria into a field at the top of a column, sort columns by clicking the relevant icons, and add, hide, or reorder columns to display the information in a way that suits your needs.
Filter based on the value of a field
- Click the filter icon
at the top of a column. A line appears below each field.
- Begin entering the filter criteria. For example, to filter by company, enter the first few letters of the company to show in the Filter Company... space. The list will be restricted to rows that contain the letters you type in the Filter... space. For example, to view rows with the Company containing "Acme", type Acme into the Filter Company... space.
Sort columns
All columns can be sorted in ascending or descending order. Contact lists can be sorted in additional ways.
- Click on the Sort icon
once to sort the column in ascending order or click on it twice to sort the column in descending order.
- Click on the Contact state type icon
to sort the column by Contact State.
- Click on the Flag icon
to sort the columns by Flags on the Contacts and Contact Type page in ascending order or click on it twice to sort the column in descending order.
- Click on the Firm icon
to sort by firm vs non-firm contact.
Add, hide, and reorder columns
You can add, hide, and reorder columns in some lists (like Business Planning Objectives). Click on to the far right to open a window where you can:
- Drag and drop the columns in the desired order
- Click
and choose the columns you want displayed
- Click
to hide columns
- Save your changes.