History Filter

The History Filter allows you to filter through the account’s history by defining different criteria that narrows your search.  This dialog allows you to quickly access the information you need without having to scroll through the entire list of history entries.  For example, if a customer cites an earlier collections contact, the user can apply the History Filter to display only the incoming and outgoing telephone calls.   To use the History Filter:

  1. From the History view, click Filter.  

  2. From the Select filter criteria drop down list, select the criterion to begin your search.

  3. Select the criteria from the Available view that you wish to use in your search and move the item to the Selected view.  Use the arrow push-buttons to move fields back and forth between Available and Selected.  The double arrow push-buttons move all the fields back and forth at one time.

  4. Click OK to display the results of the search criteria in the History view or Cancel to end the request.

Note:  Click the Remove Filter push-button on the History view to remove a previously applied filter.