How to Use Search & Filter

Search Bar

The search bar at the top of the page will search anything in that given page that is listed in the view. For example, if the Email is a field in that view, the search function will filter every record with that email.

Column Search

You can narrow your search to a particular field by searching directly within the column in a table.

Filters

Category filters can be applied whenever the funnel icon appears.

These filters can be used to create filters be preset categories like Borrower Stage or on Dashboard views to filter time ranges and record owners:

Fast Filters

Fast Filters will automatically filter based on pre-selected and frequently used criteria.