Filters are critical to using the Accounts Screen (CRM > Accounts). When you first access the Accounts Screen, to get started quickly, a filter for the Account Status of "client" will be pre-selected for you. This allows you to see all active Accounts. You can view additional filters by clicking the All Saved Filters link at the left to view the Common filters:
Any filters you create will appear here as well under Added by me. If there is very specific information you want to see, it's a good idea to create your own filters. To get started, click Add Filter from the Accounts list:
This will reveal the list of all possible filters:
- Account Balance
- Account Manager
- Account Name
- Account Number
- Account Past Due
- Account Source
- Account Starts With
- Account Type
- Available Credit
- City
- Client Since Date
- Credit Card Expiration Date
- Custom Fields
- Has Email
- Has Tags
- Installment Plan Expires Date
- Jobs
- Lead Acquired Date
- Map Code
- Marketing Status
- Past Due Amount
- Phone Number
- Postal Code
- Prepayment Balance
- Registered for Client Portal
- Sales Person
- States/Provinces
- Status
- Street Address
- Termination Date
- Termination Reason
- Uninvoiced Balance
- Visits
Each filter has different criteria. Click on any of them to set specific parameters. Once you've applied a filter, it will appear on the left in a gray box:
From here, if the results to not give you what you are looking for you can click the "x" to delete the filter or click Add filter to apply additional filters. When you are finished adding filters, click Save. This will open the Save dialog. Give your filter a name and click Save:
You will remain on that filter view but the name will now be updated:
If you click on All saved filters you will see your new filter in the "Added by me" column:
To create a new filter when you are on a current filter view, click Clear all filters to start over. Additionally, you can search for Account Names by using the search bar at the top of the table. This will search within the current filter criteria.
You can also customize the look and feel of your Accounts Screen by editing the columns and column order. To move any of the columns, hover to the left of any column header to reveal a double-dotted line:
Click and drag on the double-dotted line to re-position the column. You can also adjust the columns by clicking Edit Table:
This opens the Edit Table overlay:
On the left, you can remove columns by clicking the "x" or drag and drop the double arrows to re-position the columns. On the right is the list of all available columns. Anything that is already selected will have a green check next to it. You can select additional columns one by one or click Add all to add all columns. When you've finished editing, click Save.
However you edit the table, this will remain regardless of the current filter view.