More powerful sorting and filtering in my-path.online
CS
Christian Schlachte
Created Feb 09, 2023
More powerful sorting and filtering in my-path.online
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My-path
7 Steps
1
Across the my-path application, you will now see the ability to both "filter" and sort
Effectively, the filter and sort options serve as an extremely powerful, highly customizable search bar.
2
For example, you can apply a sort by various relevant columns on each page
3
Here, I use the sort menu to apply a "Last Name" sort that ascends alphabetically
4
You can also apply multiple "sorts" at the same time
Here, I add a sort to secondarily filter by the date the lead was created.
5
You can also "Filter"
Filter allows you to search by relevant fields.
6
For example, here, I use the Filter option to search for a lead named "Jane"
In leads, you can also search by phone number, program of interest, assigned admissions representative, or for a the date range of created leads.
7
Remember: you can use multiple sorts and filters at the same time!
Extra power and flexibility!
Well done!
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