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Filter Companies

Filter companies to quickly find info and streamline team tasks and communication.

Updated over 2 weeks ago

Follow these steps to filter companies in our web app:

  1. Log in and Access Companies

    • Once you've logged in, select Businesses from the sidebar menu and click on Companies.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
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      Access the Companies section under Businesses in the sidebar menu.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your company search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of companies that meet your criteria.
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      Open filter options to refine the company list by status or classification.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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      Apply or reset filters to manage company list visibility.

  6. Use the Search Field

    • You can also filter companies by typing the company name directly into the search field.
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      Search companies by name using the keyword field in the list view.
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