Use Pinned Filters

You'll see that several of the list windows open with filters already displayed next to the Quick Search field. Sample Pinned filters enable you to quickly filter the grid without having to open the Filter window

Use one of the filters

  1. Click the down arrow on the pinned filter you want to use, and a small filter window opens.

  2. Select an Operation, if necessary.

  3. Begin typing a value for the field in the next field. The illustration uses the word school, so the list opens displaying values that meet the criteria.

  4. Check the box for the value you want, and it's copied into the field.

  5. Click Save, and the filter is applied to the list of records. Note: You don't need to remove the text you started entering; the system disregards it in the search.

 

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