Filtering Rules
- Debby Gibson
- Marleze Scheepers (Unlicensed)
Owned by Debby Gibson
The Client Grid allows you to set up to 6 different filters, so that you may produce a sub-set of your client details.
Watch the Video:
Displaying more than one option for a data field
Where you wish to show the results of more than one option for a data field, you can use the pipe symbol “|” within the field.
In the example below we have set 2 filters. One for the BAS Preparation field and one for the Industry field.
BUT, we want to show more than one result from the Industry field.
Here we have used Dairy|Hay, which gives us all Clients who have BANKLINK in the BAS Preparation field AND all the Clients who have either Dairy or Hay.
