Adding filters to list screens is a powerful way to control how and what data you view. It helps you find and display the information you need most. This feature is available in all list screens in the program.
Filters are displayed in the top section of list screens. In the Insurance Plan List screen (the top of which is shown below), the default filters are Name, Employer, Group Number, and Phone.
Suppose you want to identify a plan by its group name. Right-click this filter section and choose Modify Filter or click Customize Filter in the Options bar.
Locate and click the box next to Group Name, and click OK. When you add a filter in a list screen, it is added to the top of the screen.
Filters can be removed in the same manner, removing the check mark next to field names, then clicking OK in the Customize Filter window.