Bethan Lister

How do I filter clients by sector?

Ticketclosed

Hollins Tarrant: documents logo Hollins Tarrant: documents · How do I filter clients by sector?

Josh Penrose asked how to filter clients by sector. Bethan Lister pointed to sidebar filters; Josh found them working immediately.

Priority low

What happened

What this says

Current to 10 Oct 26

Josh Penrose asked how to filter clients by sector. Bethan Lister pointed to sidebar filters; Josh found them working immediately.

Problem: basic feature discovery question. Josh couldn't locate the sector filter. Handling: Bethan pointed to the sidebar, where filters appear as the primary UI element. Josh found them immediately and confirmed they work.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)465
CSAT5
Helpdeskmade from

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  1. Josh Penrose
    created · Josh Penrose 10 Jul 2024 15:03
    Hi – quick one. Is there a way to search for a client by sector? We've got a bunch of clients and I'm trying to find all the ones we've placed engineers with but I'm not finding it in the search. Cheers, Josh
  2. Bethan Lister
    public_reply · Bethan Lister 10 Jul 2024 22:48
    Thanks for the question. Just so I've got this right, you want to filter clients by their industry or sector? The best way is to use the search filters – you'll see a 'Sector' filter in the left sidebar once that data's synced from your CRM. Give that a try and let me know what you see. Thanks, Bethan
  3. Josh Penrose
    public_reply · Josh Penrose 11 Jul 2024 16:24
    Ah, got it – the filters are there, I just wasn't looking hard enough. Works great. Cheers, Josh
  4. Bethan Lister
    public_reply · Bethan Lister 12 Jul 2024 16:26
    Brilliant, glad that worked for you. Enjoy. Thanks, Bethan
  5. Bethan Lister
    status_change · Bethan Lister 26 Jul 2024 11:19
  6. status_change · 30 Jul 2024 23:59
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