The partner list can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of partners, based on your selected criteria.
As an example, if you wanted to know how many of your partners are consulting
firms, you could select "Consulting" from the Industry Type drop-down list. Click the "Filter List"
button. You can see the total records
label above the list has changed and gives you a total count of all partners
who are classified with "Consulting" as an industry type. The list
has also changed, and displays only consulting firms.
To get started, select Constituents (CRM) > Partners - from the main menu on the left hand side.
This will open you list of partners. To filter the list click the "Filter List"
The Filter List panel
will open above the partner list.
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Partners can be filtered by:
- Partner Status
- Partner Type
- Acquisition Source
- Precinct (Select District First)
- Assigned To (Team Member)
- Partnership Active Date Range
Click the "Filter List" button and the list will display
only the partners that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the icon in the filter box. When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter." A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter." A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.