You can narrow your client list on the Clients page in two ways. Use Add Filter to filter the list once. Use Quick Filters to save filter combinations you use often, so you can apply them again with one click.
Contents
- Add Filter or Quick Filters - which to use
- What you can filter by
- Filter your client list once
- Create a Quick Filter
- Apply a Quick Filter
- Edit or delete a Quick Filter
- Frequently asked questions
1. Add Filter or Quick Filters - which to use
Both use the same set of filter criteria. The difference is whether the filter is saved.
| Add Filter | Quick Filters | |
|---|---|---|
| Best for | One-off searches | Filter combinations you use regularly |
| Saved? | No. It applies to your current view only. | Yes. Each one is saved as a named card at the top of the Clients page. |
| Name required? | No | Yes |
| How many? | Always available | Up to 4 per user |
| Who can see them? | Only you, for your current view | Only you. Other users in your firm can't see your Quick Filters. |
Available to
All users who can access the Clients page.
2. What you can filter by
You can select values from several categories at once, including values from different categories in the same filter.
| Category | Values |
|---|---|
| Entity type | Individual, Company, Trust, Self Managed Super Fund, Partnership, Association, Government Body, Group |
| Client status | Contact, Prospect, Pre-commencement, Review Onboarding, Active, Suspended, Rejected, Offboarded, Closed, Group |
| CDD status | Prospect, CDD In Progress, Escalated, Active, Suspended, Closed |
| Risk rating | Not Assessed, Low, Medium, High |
| Client group | Search for and select one or more of your firm's client groups. |
| Assigned to | Search for and select one or more users in your firm. |
| Labels | Search for and select one or more of your firm's labels. |
3. Filter your client list once
| 1 | On the Clients page, select Add Filter on the toolbar. |
| 2 |
Choose a category on the left, then select the values you want. Repeat for any other categories. |
| 3 | Select Apply. |
Before you apply, you can select Clear selection to start again, or Cancel to close without filtering.
Once you apply, your client list updates, and a count appears on the Add Filter button showing how many filters are active.
You can reset your filters by selecting Clear All.
4. Create a Quick Filter
| 1 | On the Clients page, select + Add filter set in the row of cards at the top of the page. |
| 2 | Enter a name in the Name this filter set field. This name appears as the card title. You can use the same name for more than one Quick Filter. |
| 3 | Choose a category on the left, then select the values you want. Repeat for any other categories. |
| 4 |
Select one of the following:
|
If you leave the name blank, you'll see the message Name is required, and the Quick Filter won't be saved.
Selecting Clear selection clears your filter values but keeps the name you entered.
Note
You can save up to 4 Quick Filters. Once you have 4, the + Add filter set option is no longer available. To add a new one, delete an existing Quick Filter first.
5. Apply a Quick Filter
Select a Quick Filter card to apply it. Your client list updates and a green check appears on the card. To remove it, select the card again.
Each card shows:
- Name - the name you gave the Quick Filter.
- Has X value(s) - how many filter values the Quick Filter includes, across all categories.
- X matches - a preview of how many clients match.
Cards appear in the order you created them.
6. Edit or delete a Quick Filter
Hover over a Quick Filter card to show its icons.
- To edit, select the pencil icon. The Quick Filter opens with its current name and filter values, ready for you to change.
-
To delete, select the trash icon, then select Delete to confirm.
Important
Deleting a Quick Filter can't be undone.
Frequently asked questions
Can other users in my firm see my Quick Filters?
No. Quick Filters are private to you. Each user has their own set of up to 4 Quick Filters.
Why can't I add another Quick Filter?
You can save up to 4 Quick Filters. Delete one you no longer need to free up a slot.
Can I restore a deleted Quick Filter?
No. Deleting a Quick Filter can't be undone. To use the same filter again, create a new Quick Filter with the same name and filter values.
Is my Add Filter selection saved?
No. Add Filter applies to your current view only. If you want to reuse a filter combination, create a Quick Filter instead.
Can I apply more than one Quick Filter at a time?
No. You can apply one Quick Filter at a time.
Can I change the order of my Quick Filter cards?
No. Cards appear in the order you created them.