This guide provides an overview of what these filters do and some ways in which they can be used. There are a number of filters available in your people list that organise and categorise your clients to help you quickly find what you are looking for.
Click on People
Let’s look at the filter at the top of the page.
ORDER BY
Let’s look at the first filter, Order By:
The ‘Order by’ filters will reorder your people list by the option selected.
Date Created will place the most recently created person to the top of the results
By Surname A-Z will order the results alphabetically according to surname
Recently updated will show the recently updated people cards
TIP: First thing in the morning, use Order By: Date Created to quickly display at the top of your People list any new clients that may have requested a quote through your website the night before.
SHOW
The ‘Show’ filters will only display the type of person selected. You can also display people who are currently in a live case or have been quoted.
New Clients – this will display only clients that have recently added
Live Case – this will display only show people who have a live case
Quoted – this will display only people who have at least one quote
Referred – this will show people who have been referred to you directly
Company-Wide – this will show people across all branches
Mine – this filter will only show people that are assigned to you
More Options – see below
MORE OPTIONS
Clicking on the More Options expands to show additional filters including Branch, Referrer (if applicable), Status, Created