What happened
What this says
Current to 10 Oct 26Josh 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.
Details
Updated 9 Oct 26Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)465
CSAT5
Helpdeskmade from
Trail
- created · Josh Penrose 10 Jul 2024 15:03Hi – 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
- public_reply · Bethan Lister 10 Jul 2024 22:48Thanks 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
- public_reply · Josh Penrose 11 Jul 2024 16:24Ah, got it – the filters are there, I just wasn't looking hard enough. Works great. Cheers, Josh
- public_reply · Bethan Lister 12 Jul 2024 16:26Brilliant, glad that worked for you. Enjoy. Thanks, Bethan
- status_change · 30 Jul 2024 23:59
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