Pobuca Connect offers a filtering mechanism for all entities - Contacts,Organizations and Co-workers - in order for you to easily find the information you want.
On the web app
In order to filter, follow these steps:
1. Navigate on the entity you want to filter (Contacts/Organizations/Co-workers).
2. Click on '+ Add filter'.
3. On the expanded list, click on the field you want to filter.
4. Click on the little arrow, next to the filtering field, to expand the values.
5. Choose the filtering value(s) for the selected field.
6. You will be presented with all the results that have any of the selected filtering values.
In the example screenshot below, we filter Contacts on Country field in order to find those who have 'United States' or 'United Kingdom' as Country value.
You can add more than one filters by following the same procedure (see steps 2-5 above). After adding multiple filters, you will be presented with all the results that satisfy all the selected filters.
In the example screenshot below, we filter Contacts on Country field in order to find those who have 'United States' or 'United Kingdom' as Country value and be visible to the 'Marketing' Team.
Keep in mind that:
fields of drop-down type are filterable.
fields of text type are not filterable. These are only searchable.
To remove a filter: click on 'x'.
On the mobile app
In order to filter, follow these steps:
1. Launch the app.
2. Click on the person icon inside the search field.
3. In this screen you can see all people (Contacts & Co-workers). Click on the Filter icon at the top right.
4. Choose one of the available filters. In the mobile app, you can filter on:
All People
Contacts
Private contacts
Co-workers
5. Once you have selected the filter, click on the check mark.
