Customers filter

The Filter area allows searches against various criteria, including the Contact Name, Company Name, Department and current status or classification. The “Scope” field allows searches for  clients attributed to a specific User.

Actions Filter

In this filter, the User can search for specific process inputs (“Actions”) and their Validities. The word “Action” as used here means the respective process input (e.g. Offer Profile). The User can filter, for example, for Customer Contacts to whom a profile was offered within a specific time period.

Fields Filter

This filter area allows searching of Key Data fields (Location, Branch, etc.) and of additional fields that have been added.