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MRSweb - Lesson 11.5 Projects - Sort, Filter | MRSweb Online Training

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Lesson 11

Chapter 5 - Projects - Sort, Filter

You are able to sort, and filter your projects 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: 

​The screenshot seen below is sorted by Description (Ascending) so that the listing displays project description names alphabetically A to Z.​

Note the up arrow in the Description 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 show only the projects that are Sales projects.  So we will filter the Project Type Display Name column.

Option 2:

1 - Click on the 3 dots on the top right of the Menu bar

2 - Select "Filter" from the slidebar

3 - Select "Type"

4 - Select "Sales" (for our example)

5 - Select "Apply"

The filtered listing will show only the sales (type) projects


​The screenshot below is filtered by Project Type "Sales", so that the listing displays only the sales projects.
 
Note the filter explanation above the table and the Filter icon next to "Type" .
Picture

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.

 Your company administrator sets up the Categories in MRSweb.

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