Advanced Filter

Owned by akapteyn (Unlicensed)
Last updated: Apr 01, 2016 by Chris vanderHeide
2 min read

Each advanced filter element is able to narrow your search according to a different criteria. Click a filter option/element, such as Status or Rank, in the column to view the related options that are available to select. To filter by an option, both the filter element containing the option and the option item itself must be selected. For example in the image below, the Status filter element and the Active, Assessed and Potential status options are selected. If we were to deselect the Status filter element, the system would not filter by status, even if Active, Assessed and Potential were still selected.   

If you select a filter element and would like to save that as the default for a particular module, click the Save button (blue diskette) in the upper right of the filter window.   

Note: Advanced Filters in each module may not contain all filter elements.

1

Filter by Status to view in the Result section the people or organizations having the selected status.

2

Filter by Category to view in the Result section the people or organizations assigned the selected user-defined category.

3

Filter by Address to view in the Result section the people or organizations whose primary address is in the selected city.

4

Filter by District to view in the Result section the people or organizations located in the selected user-defined district. (For Caregivers, this would be the district shown on their Profile page.)  

5

Filter by Classifications to view in the Result section the people or organizations assigned the selected user-defined classification.

6

Filter by Rank to view in the Result section the people or organizations assigned the selected user-defined Rank.

7

 Filter by Manager to view in the Result section the people or organizations assigned to the selected manager.