There are two filtering options that can be used - Quick filter and Advanced filter - but only one at a time.

Quick Filter

This option is useful when only a single criteria is required - for example, only show A Grade customers.

Advanced Filter

This option allows the user to set multiple rules if the criteria is more complex, such as showing all Grade A Chemist Warehouses in the suburb of Liverpool.

There are 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 item 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.

While the Advanced Filter is active, the Quick Filter will become disabled. Pressing 'Reset' will clear the Advanced Filter to enable the other options again.

NOTE: By pressing Reset you will also be setting the Account Type filter to 'None'.