Operations Customers - Sort & Filter Company Addresses in the Spreadsheet View

1. Navigate to "Customers"

   To sort and filter data for company addresses, navigate to the "Customers" section in the Operations Portal.

   

2. Click "Company Addresses"

   Then, click on the "Company Addresses". In order to access “Customer Addresses” you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: “companyAddressView” and “companyAddressEdit”.

   

3. Click on the "Data" tab

   Click on the "Data" tab.

   

4. Click on the arrow icon to sort data in a column

   Click on an arrow icon in a Column Header to sort data.

   

5. Sort data in ascending order

   The upward arrow indicates that the data is being sorted in ascending order.

   

6. Sort data in descending order

   Click the arrow again, and it will change to a downward arrow, indicating that the data is being sorted in descending order.

   

7. Click the arrow again to remove the applied sort option

   If you click the arrow icon one more time, it will then clear the applied sort option.

   

8. Do the same for other columns to sort data

   You can do the same for other columns to sort data.

   

9. Enter data in the field that you want to filter

   To apply a filter, enter your data in a filter field and press Enter.

   

10. Click "X" to clear filter

    Click "X" to clear the filter.

    

11. Filter data in other columns

    You can filter other columns as well.

    

12. Click the "Filters" icon dropdown

    To easily remove all the filters and sorting options you have applied, click on the "Filters" dropdown.

    

13. Click "Clear your applied filters"

    Then, click on the "Clear" option.