MRSweb - Lesson 4.6 - Contacts - Sort, Filter

Lesson 4

Chapter 6 - Contacts - Sort, Filter

You are able to sort, and filter your contacts in the tables of MRSweb.

Sort
​
Sorting data makes it easier to see and review the data displayed.  

Here's how to sort in a table: 

In the Grid view you can sort by any of the column headers.

In the example shown, in the next 2 screenshots,
we want to sort the company names alphabetically 
A to Z.

​To sort by a column header:
 - click on a column header (Company Name)
​ - select from the pop-up menu (Ascending)

i  When the Sort order is applied, you will see an arrow in the column header, indicating your selection choice (e.g. an up arrow means Ascending; a down arrow
means Descending).

i Sort menu options will be slightly different, depending on the column header.
​​

​The screenshot seen below is sorted by Company Name (Ascending) so that the listing displays company names alphabetically A to Z.​

Note the up arrow in the Company Name column header.

​In the example below, we want to sort our Customers, Top down, meaning our best customers (those that purchased the most this year) are at the top of the list.

Using the same steps as above, we:
 - click on a column header (YTD Sales)
 - select from the pop-up menu (Largest on Top)

​screenshot seen below is sorted by YTD Sales 
The sort expands to include all columns, so in this example you also can compare your best customers' sales YTD vs LYTD.

Note the down arrow in the YTD column header.

The screenshot below is sorted by YTD Sales (Largest on Top), so that the listing displays the companies
year-to-date sales Top down.  

When you sort by a column all the columns are included in the sort, so in this example, you also are able to compare this year-to-date sales with last year-to-date sales.

Note the down arrow in the YTD Sales column header.

Filter
​
Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

Here's how to filter in a table:
​

In the Grid view you can filter by any of the column headers.

In the example shown in the following screenshots, we want to know the last activity, this year, associated with each customer.  So we will filter the Last Activity column by 1/1/2019.

Option 1:

​To filter by a column:
 - click on the 3 dots on the top right side of the Menu bar
​ - select "Filter" from the slidebar
​ - select "Last Activity"
​ - click on "Date Filters" to select your filter criteria
 - select "On or after"
​ - enter the date "1/1/2019"
​ - click "Apply"

i Filter menu options will be slightly different, depending on the column header.
​

​The screenshot below is filtered by Last Activity on or after 1/1/2019, so that the listing displays only the customers who have had activity (appointments, journals, tasks) associated with them since January 1, 2019.
 
Note the filter explanation above the table and the notification pop-up at the bottom center of the screen.
​​

We are using the above parameters, just showing a different way to filter by a column.

Option 2:

​To filter by a column:
 - right-click on the column header "Last Activity"
 - click on "Data Filters" to select your filter criteria
 - select "On or after"
​ - enter the date "1/7/2019" (anytime)
​ - click "Apply"

The screenshot below is filtered by Last Activity on or after 1/7/2019, so that the listing displays only the customers who have had activity (appointments, journals, tasks) associated with them since January 7, 2019.
 
Note the filter explanation above the table and the notification pop-up at the bottom center of the screen.
​

Categories
​
Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping).  In MRSweb you will find categories on Contacts, Projects, and Activities - Appointments, Journals and Tasks.  Each of these has their own Categories list, so that you can have entries that apply to each one.

i  Your company administrator sets up the Categories in MRSweb.