Can accounts be filtered and searched?

1. Apply filters and searches on the web application

On the web version, the accounts are ordered by date created or last modified.

To find an account easily, on the left, you can apply filters to all the account fields. In addition, with the magnifying glass, you can search directly by account name and you can search all the completed fields, for instance, by address or city/town.

 

 

2. Apply filters and searches on the mobile application

On mobile devices, accounts are ordered by proximity to your location, from the closest to the furthest away.

By pressing the funnel icon situated at the top of the screen you have access to a number of different filter options. For example, you can choose to filter accounts by simply viewing the ones you follow or they can be filtered according to their type, segment or owner. You can also change the order in which they appear in the account list by selecting ‘Order’, either organize your accounts alphabetically, by distance or the date they were last updated.

ANDROID FILTERS

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ANDROID SEARCHES

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Apply filters iOS devices:

ACCOUNT FILTERS IOS

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ACCOUNT FILTERS IOS

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