Introduction
Welcome to your step-by-step guide on effectively using the ‘Filter By’ option in Empress. This powerful feature enhances your browsing and search capabilities, making it easier to find and manage your important business data.
Introduction to ‘Filter By’ Option
The ‘Filter By’ option is a user-friendly tool found in Empress that increases the efficiency of your searches when browsing through lists or reports. It’s conveniently located on the left sidebar of all lists and reports.
Understanding Default Classification Options
Empress provides two default classification options to help you filter your search results more effectively:
1. ‘Assigned To’
The ‘Assigned To’ filter is useful when you want to narrow down your search results to see only those documents assigned to a specific individual. This is particularly helpful when browsing through documents such as Issues, Leads, or Opportunities. This function also shows the number of documents assigned to each individual.
2. ‘Created By’
The ‘Created By’ filter allows you to classify documents based on their creator. For example, if you’re interested in viewing all the Issues raised by a particular team member or department, this filter makes it easy to do so.
Adding Custom Filter Fields
In addition to the two default filters, Empress also gives you the flexibility to add custom ‘Filter By’ fields. This can be done for any document list or report, allowing you to tailor your search process to your specific business needs. This customization enhances your search capabilities and ensures you find the exact information you’re looking for.
Conclusion
The ‘Filter By’ option in Empress is a tool designed to enhance your business processes by making it easy to find and manage important information. By understanding how to use this feature, you can significantly improve your productivity and efficiency when working with lists and reports in Empress.
For more information about using Empress and its many features, visit our support page or reach out to our customer service team. Happy searching!