How to use filters to search for specific data

You can use filters to search for specific data in “Contacts”, “Volunteering”, “Activities”, and “Payment”. This chapter will introduce how to create, edit, and delete filters.

Create filter

Edit filter

Delete filter

Create filter

1. Click on the Filter at the top right corner
   
   
   
   
2. Click on Add Filter at the filter bar
   
   
   
   
3. Enter Filter Name, and click on And
   
   
   
   
4. Choose the column that needs to be filtered at Field name
   
    
   
   
5. Choose operator in Operator
   
      
   
   
6. Enter possible value at Value
   
   
   
   
7. You can also click on Or and And to create more column that needs to be filtered, operator, and possible value
   
   
   
   
8. Click on Save
   
   
   
   
9. Click on the filter at the filter bar to search for specific data
   
   
   
   

Edit filter

1. Click on the Filter at the top right corner
   
   
   
   
2. Find the filter that needs to be edited at the filter bar, and click on the down arrow key. Then, click on Edit in the drop-down list
   
   
   
   
3. You can edit Filter name, Field name, Operator, and Value, you can also click on Or and And to create more column that needs to be filtered, operator, and possible value
   
   
   
   
4. Click on Save
   
   
   
   

Delete filter

1. Click on Filter at the top right corner
   
   
   
   
2. Find the filter that needs to be deleted in the filter bar, and click on the down arrow key. Then, click on Delete in the drop-down list