You can access the Account filters menu from the top left section of the Account List.


There can be many filterable options to set, although this depends on whether or not an organisation chooses to use custom grouping to create a common link across appropriate accounts, but the default items always shown is suburb.

If an organisation has added custom groups to its accounts, they can be added as additional filter options.

For example – Grade, Banner, or Territory are some popular groups used in the Australian Retail Pharmacy industry.

The use of filters can be especially convenient when looking for a specific set of accounts that share a common detail.