How to navigate the Filter function in the Web Application

  • Navigate to and click the "Orders" tab
  • From here, navigate to the "select filter" action
  • Create a new filter based what you would like to view. Some examples might be - Creating a filter based on company divisions, company users, or company services offered. 
  • Once you create the filter label, select the field you want it to correlate to, and the value associated (i.e email address, Name, etc.)
  • Customer filters are only viewable by those who created it, and cannot be currently adjusted. please reach out to us directly via the chat box, or your digital account manager if adjustments are needed.