Filter Options in Web Panel

Use filters to view the relevant data. The following table describes the options available in the Filters pane

Filter Description
Show All Customers In company Displays all the customers records.
Show Customers mapped in hierarchy to me Displays the list of customers that are mapped to you directly and also the customers mapped to the employees reporting to you.
Show Customer mapped directly to me Displays the list of customers that are mapped to you.
Customer Fields
  • Customer ID - allows you to filter according to the unique ID assigned to customer.
  • Customer Name - allows you to filter according to customer’s name.
  • Employee Name - allows you to filter according to employee who is assigned to the customer.
  • Customer Phone - allows you to filter according to customer’s phone number
  • Customer Email - allows you to filter according to customer’s email ID
From and To Allows you to filter according to a date range. You can narrow down the list by selecting the Created or Modified check boxes.
Address Allows you to filter according to the customer’s address.
Locked Customer Allows you to view the locked customers data.
Customer Type Allows you to filter according to the customer type. (i.e.) if the customer is a gold or silver customer. You can select the Uncategorized or Premium check boxes.
Tags Allows you to filter according to a tag or label assigned to the customer.
Territory Allows you to filter according to the customer’s location