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Filtering and Searching List Items under Company Lists & Settings

Within many of the List Item options, you have the ability to easily filter and search.

Within many of the List Items, you have the ability to easily filter and search.

*Note: Not all List Item have the filter option.

Steps to Filter within a List Item:

  1. Expand the Administration module.

  2. Select a list item under Company Lists or Settings (i.e. Categories)

  3. Expand the dropdown and select the desired filter option.

Accessing the Search field within a List Item:

Each List Item has a Search Categories field, the search field will be in the top right corner of your window, directly underneath the Create New button.

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