Column Order, Sorting & Filtering Your Data

You can now sort and filter each column, save filters for reuse, remove specific filter parameters or remove all filters at once. You can also setup the column order by clicking and dragging the Column name to the left or right as required.

Filtering by Export Status

Click the filter icon to the right of the Export Status column header

From the Select Export Status dropdown you can choose

• All Export Statuses
• Exported to CRM
• Exported to CSV
• Needs Export to CRM
• Needs Export to CSV
• Export Error

Filtering and Sorting by Column Data

All columns can now be sorted and filtered individually and in conjunction with filters in other columns

Click the filter icon to the right of the Column Header.

You can use the text box to free type and filter by data in that field, along with sorting options of None, A-Z, Z-A and Field Conditions (Show all fields, Is empty, Is not empty)

Saving and Reusing Filters

Once a set of filters has been applied you can save the filter

1. Hit Save Filters
2. Give it a unique name
3. Hit Save

To reuse a previously saved filter

1. Click the saved filters link
2. Select a filter from the dropdown
3. Click Apply Filter to load the saved filter

Removing Filters

You can remove each filter parameter individually or clear all at once by clicking the "x" on each parameter or the "x" to the left of the Save Filters button