PERSONALISE AND FILTER INFORMATION
You can use the column filters in menus that have tables (such as Contacts, Deals-Transactions, Stock) To do this, hover your mouse on the column of your choice and click on the triangle to display the dropdown menu.
You can use the following column filter criteria:
- Empty/ Not empty
- To filter empty or non empty cells
- Search field
- To filter a column by searching through the column. You can search several values at once.
- Lock/Unlock columns
- Several columns are already locked by default (on the left side of the screen), whilst others are movable/unlocked (right side). You can click on unlock/lock on any column of your choice. Note We recommend that you not lock more than half of your screen
- Several columns are already locked by default (on the left side of the screen), whilst others are movable/unlocked (right side). You can click on unlock/lock on any column of your choice. Note We recommend that you not lock more than half of your screen