Narrow the clients list to the records that match a condition you set on a column — for example, every client in one office, or every client whose name starts with a given string.
Apply a filter
- Select Clients in the left-hand menu (if on Aiwyn Practice select Client & Contacts in the left-hand menu, then open the Clients tab).
- Hover over the header of the column you want to filter.
- Select the column menu icon in the header (three horizontal lines)
- Select Filter icon (upside down pyramid)
- Choose a condition. See Client list filter conditions for what each one matches.
- Enter a value.
- Select Apply.
The list shows only matching clients, and Column filters applied appears at the top of the screen.
Repeat on another column to add a second condition. When more than one condition is active, how they combine decides what comes back — see How AND and OR change what the client list returns.
Clear all filters
- Select Column filters applied at the top of the screen.
- Select Reset Filters.
Related
- Client list filter conditions
- How AND and OR change what the client list returns
- Search the client list
- Export the client list