Q1: Can I filter the records shown in the Communications tab?
A1: A filter bar can be displayed for the Communications tab to filter the lists of records shown. The filter bar will be displayed above the list window and allows users to build a filter expression
to display only records matching the criteria.
To allow communication filtering, open the User Preferences and go to the Lists Tab. Tick the ‘Allow communication filtering’ checkbox and OK to apply the changes.
Q2: When filtering, how can multiple values be easily selected?
A2: When a field is first added to a filter it will show a drop down list of the available, unique values. As a filter value is selected the drop down list will disappear. If you would like to build a filter that uses multiple values click and hold the “Ctrl” button. The “Ctrl” button will allow you to easily select multiple values from the picklist.
Q3: The headings aren’t displaying the information I need. Can I customise my view?
A3: The configuration of any data displayed in tabular format can be changed by re-ordering or adding and removing columns.
To configure, right click in the tabular display and select Configure and then select Tabular Settings. The settings displayed include grouping and sorting fields, and the column settings. In the columns settings the columns displayed can be configured by selecting or removing them from the display and reordering them.
To select the heading columns to be displayed, select the checkbox next to the column name. To change the order, select the column and click on the Move buttons at the top of the list.
If you would like further information on the Communications Tab, please contact the Mipela Support Team at email@example.com.