Filters in the Management Center of ClientPoint help you manage and streamline large sets of data by narrowing down results based on specific criteria. This functionality is especially useful for identifying ClientPoints relevant to a particular client, representative, category, or status. Filters enhance productivity by enabling you to focus on the most relevant data while ensuring your workflow remains efficient.
How to Apply Filters
Follow these steps to apply filters in the Management Center:
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Access the Filter Tool:
- Click the Filter button located in the toolbar of the Management Center.
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Select Criteria:
- Choose the desired filtering criteria from the available options:
- Client Name
- Rep
- Category
- Status
- Market
- Division
- Region
- Service
- Sub Service
- View Status
- Date Created
- Date Sent
- Data Closed
- Choose the desired filtering criteria from the available options:
-
Apply the Filter:
- Once your criteria are selected, click Apply Filter to update the displayed data based on your selections.
How to Remove Filters
To revert to the default view or clear the applied filters:
- Click the “x filter” icon next to the active filter.
- Alternatively, within the filter menu, click “Clear All” to remove all applied filters at once.
Pro Tip for Bulk Updates
You can use the View Status filter to display all signed ClientPoints and then update them to "Won" status using the Bulk Edit function. This approach is particularly useful for managing the status of multiple ClientPoints quickly and efficiently.
Conclusion
Filters in the Management Center are essential for narrowing down data and focusing on specific ClientPoints based on your workflow needs. By allowing you to apply, adjust, or remove filters effortlessly, this tool keeps your data organized and your processes streamlined. Whether managing by status, date, or custom fields, filters provide flexibility and precision.
For further assistance or technical support, contact support@clientpoint.net.