There are several handy ways to filter the listings in MRSware to show just the information you are interested in at the moment.
Here is a little summary of the options in the form of a usage example for each:
Here is a little summary of the options in the form of a usage example for each:
1) The Search Menu: Prospects in a particular City (or State)
The main menu's Search selection allows for searching any of the listings in the system. Select Companies from the Search menu to get a list of Companies matching your search criteria. In this example, select Type as "Prospect" and enter "Burlington" as the City (and/or "VT" and the State).
2) The Search Table Box: Customers for a Sales Rep
The Search box is found at the top-right corner of each listing. Entering a search string in the box will filter the listing to show rows where that string appears in any of the columns that are visible. Go to the Customer listing, in the Search box type "Janet" and hit enter.
3) Filter by Selection Context Menu: Journals for a User
Right-clicking on a cell in the listing will present the context menu options. In this case we are going to click through to the Filter menu, where we see several options to filter the list by what you clicked on (By Selection), remove from the list everything that matches what you clicked on (Excluding Selection), or remove the highlighted row (Excluding Rows). In the Journal listing, right-click on the name of a User and select Filter -> By Selection.
4) Filter Expressions: Customers with Sales Last Year > $2000
There is also an advanced pattern matching feature as part of the filters. This is accessed by right-clicking on the column header and selecting Filter. Here you will have the ability to type a string to filter by (similar to the Search box, but limiting the search to the column clicked on); as well as the Advanced button, which allows for complex pattern matching using regular expressions (regex). Go to the Customers listing and right-click on the YTD (2014) column header. Enter [2-9][0-9][0-9][0-9]* into the simple expression text box (not the Advanced area).
The [2-9] means any of the numbers 2-9, then we have 3 more digits that can be 0-9, and then followed by the star that means any following digits. This pattern guarantees that we have at least 4 digits starting with at least a 2 as the first, i.e. 2000+.
The Advanced Filter dialog is a very powerful expression builder, capable of doing most anything you might think of, such as "give me all the customers that buy from any of the following combination of lines" (OR matching) and "give me a customers that bought from $500-$2000 in the previous quarter" (AND matching). The main take away from this article is to know that the ability is there, and ask for help when trying to narrow down your list to accomplish a goal.
The main menu's Search selection allows for searching any of the listings in the system. Select Companies from the Search menu to get a list of Companies matching your search criteria. In this example, select Type as "Prospect" and enter "Burlington" as the City (and/or "VT" and the State).
2) The Search Table Box: Customers for a Sales Rep
The Search box is found at the top-right corner of each listing. Entering a search string in the box will filter the listing to show rows where that string appears in any of the columns that are visible. Go to the Customer listing, in the Search box type "Janet" and hit enter.
3) Filter by Selection Context Menu: Journals for a User
Right-clicking on a cell in the listing will present the context menu options. In this case we are going to click through to the Filter menu, where we see several options to filter the list by what you clicked on (By Selection), remove from the list everything that matches what you clicked on (Excluding Selection), or remove the highlighted row (Excluding Rows). In the Journal listing, right-click on the name of a User and select Filter -> By Selection.
4) Filter Expressions: Customers with Sales Last Year > $2000
There is also an advanced pattern matching feature as part of the filters. This is accessed by right-clicking on the column header and selecting Filter. Here you will have the ability to type a string to filter by (similar to the Search box, but limiting the search to the column clicked on); as well as the Advanced button, which allows for complex pattern matching using regular expressions (regex). Go to the Customers listing and right-click on the YTD (2014) column header. Enter [2-9][0-9][0-9][0-9]* into the simple expression text box (not the Advanced area).
The [2-9] means any of the numbers 2-9, then we have 3 more digits that can be 0-9, and then followed by the star that means any following digits. This pattern guarantees that we have at least 4 digits starting with at least a 2 as the first, i.e. 2000+.
The Advanced Filter dialog is a very powerful expression builder, capable of doing most anything you might think of, such as "give me all the customers that buy from any of the following combination of lines" (OR matching) and "give me a customers that bought from $500-$2000 in the previous quarter" (AND matching). The main take away from this article is to know that the ability is there, and ask for help when trying to narrow down your list to accomplish a goal.
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