Filter options

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Filter options

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There are multiple filter options available in your client management. Most of them don't need any description, as the title tells you what you can filter for.

filtermoeglichkeiten_kundenverwaltung

 

Use the search field drop down to search for multiple fields in your client manager. You can even search for entries in your user defined fields.

filter_suchfeld

 

Selection

In front of the client names are checkboxes. There you can mark multiple users to create a selection or a mailing list.

kunden_haekchen

Right click on your selection and save it or create a mailing list.

kunden_auswahl_rechtsklick

In the next step you can filter the clients for the selection you've just set in your search area. Open the "selection" menu and choose the selection you've just saved.

selection_auswahl

Kundenkategorien

You can create global client categories to filter your clients accordingly. For example you can create a category: Christmas card and then filter for all clients who should receive a Christmas card. Add new categories in the client data.

kunden_kategorien_erstellen

In the client manager you can only see the categories available and checked, but you cannot edit the data there. You have to double click to open the client data.

kundenverwaltung_kategroie

In the next step you can filter your clients using the search area.

kunden_suchfeld_kategorie

Another good option is to group by the category. You'll get a result with all your clients, grouped by category.

kundenverwaltung_kategorisierung