Filter Overview

You can control what data appears on most ServiceCEO pages by using a filter. A filter limits what data is displayed on a particular page based on criteria that you define.

To apply a filter to a page:

Navigate to the page to which you want to apply a filter.
The Filter button is located in the center of the toolbar. If the page does not contain a Filter button, no filter can be applied to this page. To determine if the filter is active or not, see the graphics below.


A deactivated filter	An active filter

Note!

Note:
Starting with ServiceCEO 6.0, the filter will always be active on the main Customer list.

To edit a filter A Filter limits what data is displayed on a particular page based on criteria that you define.:

Click the arrow next to the Filter button and select Edit Filter from the pop-up menu or press Shift + F12. The Filter dialog box appears.

Select the check boxes or option buttons corresponding to the types of data you want to appear. Any item whose check box or option button is de-selected will not appear when the filter is on.

Tip!

Tip:
The exception is the History and Date tabs. The value selected on these tabs is ALWAYS applied to the view - even if the Filter is not active. All other options are only applied when the Filter is activated.

Repeat step two for every tab for which you want to filter data.

Note!

Note:
The tabs that appear will vary depending on the page from which you opened the filter.

Click OK. Your filter is updated!