Productivity

Searching and filtering

Drill down into relevant data quickly and easily.

Jeff Blake
Written by Jeff Blake Updated over a week ago

From an area such as Attendees, Orders, Contacts, etc, type a query into the search bar and press Return on your keyboard (click the search icon). The placeholder in the search bar will give you a hint as to which fields the current view can be queried by.

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Filtering

When you need more precision in searching, it’s time to whip out the Filter menu.

The filter menu is unique to each area, i.e. Attendees will have different filtering options than Orders. Play around to get a feel.

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