Phase 2 Navigation #2: How To Use Filters

Step by step process:

1. Next I’m going to show you how to use filters.
2. You might have a hundred, a thousand, even 50,000 entries and above in your database.
3. And you might want to filter for specific people.
4. In this instance, navigate to filters and on the left hand side you have all your filtered options available.
5. So I can say show me all the the clients at a specific location.
6. Select Pirate’s Cove click apply, it shows all the clients in Pirate’s Cove.
7. I might also want to filter for something different location, Pirate’s Cove and Services interested in perhaps Tinkerdust.
8. So I’m just going to click on the filter, I’m going to go to services interested in it, highlights it for you and choose Tinker Dust Apply.
9. Then it filters every entry for you.
10. That is how simple it is to filter for any information that you’re looking for.
11. If you would like to clear your filters, just click on the Clear Filters option and it returns to your entire client view again.