How to use the Filter Button | Scribe

    How to use the Filter Button

    • Flourish Support |
    • 7 steps |
    • 46 seconds
      1
      Navigate to the **List View** of the module you would like to filter
      2
      At the top of the list of records: The filter button is grey funnel icon next to "Bulk Action" and the column chooser button.
      3
      Once you click on the filter button a filter pop up will appear with two different filter options, "Quick Filter" and "Advanced Filter".
      Once you click on the filter button a filter pop up will appear with two different filter options, "Quick Filter" and "Advanced Filter".
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      The "Quick Filter" option will let you search by 1-3 common fields.
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      The Advanced Filter will give you a wide range of fields to filter by
      4
      Choose your options, and then click **Search**
      5
      Once a filter is applied a new button will appear that will let us change or delete the filter we just created. - To change the filter, click on the filter button again. - To delete the filter simply click the "X" on the new button.
      Once a filter is applied a new button will appear that will let us change or delete the filter we just created. - To change the filter, click on the filter button again. - To delete the filter simply click the "X" on the new button.
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      Bonus content!
      6
      In the "Advanced Filter" we can filter out contacts based on a multitude of different options, we can also name our filter and save the filter for later use.
      In the "Advanced Filter" we can filter out contacts based on a multitude of different options, we can also name our filter and save the filter for later use.
      7
      We can also delete the filter and search for other saved filters, using the "My Filters" dropdown.