Filter and Sort the Communications Tab (How-To)

Filter the Communications Tab

  1. From the Communications tab, click on the Filter Icon for a column header.



  2. Input your desired filter parameter (i.e. SMS Category, Sent at 01/01/2022) and select Contains, Not contains, Equals, Not equal, Starts with, or Ends with. Each column can have two filters at once - in order to access the second filter input, the first filter input must be completed. You can also filter by multiple columns at once.

    • i.e. if you enter equals 08/03/2022 as well as input OR equals 07/25/2022, you will get results from both dates.

    • If you filter by Category in addition, you will see only the selected category on those dates.



  3. If you wish to remove all filters, click the blue button above the list that says Remove All Filters.

 

Sort the Communications Tab

By default, the Communications list will sort chronologically by the Sent At column. However, you can sort by any column.

  1. From the Communications tab, click on the column you wish to sort by.



  2. Click once on a column header to sort the entire table alphabetically by the column you clicked.

  3. Click a second time on the same column header to sort the entire table reverse alphabetically by the column you clicked.

  4. Click a third time on the same column header to undo the sort on the Communications list.

  5. If you click on a different column header it will remove the previous sort and apply an alphabetical sort for the entire table by the newly clicked header column.

 

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