Title: Filter data (use dimensions)  
Owner: Helen Gosper
Creator: Helen Gosper Oct 22, 2015
Last Changed by: Denise McGettigan Nov 24, 2022
Tiny Link: (useful for email) https://helpphocassoftware.atlassian.net/wiki/x/4QAJ
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Documentation (15)
    Page: Add and delete accounts
    Page: Add levels to the grid (grid nesting)
    Page: Before you start: Checklist
    Page: Change the mode
    Page: Customize your CRM
    Page: Drill down into your data (view transactions)
    Page: Glossary
    Page: Learn about the advanced search rule types
    Page: Market mode
    Page: Period mode
    Page: Stream mode
    Page: Total mode
    Page: Transaction mode
    Page: User maintenance form
    Page: View and edit accounts
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Time Editor  
Nov 24, 2022 21:56 Denise McGettigan View Changes
Nov 24, 2022 21:12 Denise McGettigan View Changes
Nov 23, 2022 20:53 Denise McGettigan View Changes
Nov 21, 2022 00:39 Denise McGettigan View Changes
Nov 20, 2022 21:17 Denise McGettigan  
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External Links (6)
    https://helpphocassoftware.atlassian.net/wiki/spaces/userdo…
    https://helpphocassoftware.atlassian.net/wiki/spaces/userdo…
    https://www.phocassoftware.com/academy/videos/9lr0d6m82s
    https://helpphocassoftware.atlassian.net/wiki/spaces/userdo…
    https://helpphocassoftware.atlassian.net/wiki/spaces/userdo…
    https://helpphocassoftware.atlassian.net/wiki/spaces/userdo…
Documentation (6)     Page: Change your view of the data
    Page: Reset data
    Page: Focus on data
    Page: Select data
    Page: Search for data
    Page: Filter data (use dimensions)