General Filter Help

On the rightmost side of the navigation panel, there is an icon like a magnifying glass, that will toggle the filter fields visible or hidden.

The important things to know exist so you can figure them out is:

  • You can multi-select in some lists, in some screens
  • The icons near each field in the filter allow you to include or exclude records matching your criteria
  • Filters can be saved using the Saved Filters tool at the top of each screen.

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