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Filter your information

When you first start using DPMS it's easy to find your information, but what happens when you have 500 clients and 20,000 activities? It becomes an awful lot more difficult to pinpoint the information you are after.

So, you need some easy methods to filter your information. In the video to the right, you can see a demonstration of filtering being carried out on a sample of 7 clients.

As you can see in the video, there are 7 clients listed to start of with. We then select the Filter Editor and select all clients whose age is between 20 and 40 which reduces the number of records to 5.

We then further filter the list by selecting only relatives of clients which reduces the number of records to 2.

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