Events
Deep Dives
1 Hour
June 25, 2024 14:00

Deep Dive - Filtering, Columns & Views

Filtering allows you to segment your data as much as you need - with views and columns ensuring you get the right information every time. In this session we'll be delving deep into this functionality - filtering based on record and related record info, the pluses and minuses of changing columns, and how to utilise views.

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Event details
  • Search
  • Filtering from Record Info
  • Filtering from Related Record Info
  • Information from other records
  • Changing Columns
  • Saving Views
  • Sharing Views
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Watch the video below