Filtering by a Single Account or ICP

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Filter Feature Expanded


A filter for a single account or ICP can be applied through a search function in the filter manager.

>> To apply a filter for a single account:

  • Expand the filter manager
  • Click the Select by: Account button
  • Begin entering a search string in to the Search: field (this can be an account number, part of an address or other relevant description data)
  • A list of search hits matching the string will appear in the search results (the list will shorten as the search string lengthens)
  • Click on the relevant account number to apply a filter for that account alone


NOTE: When filtering by a single account or ICP all previous group 
option are hidden in the current filter description and replaced 
with a description of the account/ICP selected.  Removing 
the account/ICP from the filter restores all previous selected
filter options.


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