Filtering Search Results in Personify
After performing a search on any of the launch screens users can filter their search results similar to how users do so in Microsoft Excel. This means, after users receive the initial search result list, they can click the filter icon next to a grid column, and select an entry from the existing data to filter the existing search results by just that field entry.
For example, after searching for constituents, users can further filter the search by constituent class by clicking on the filter icon next to the Constituent Class column header.
Users can also move the search result grid columns by clicking and dragging the column title to the desired location on the grid.
Click Save Layout to save any changes made to the search results grid layout. These changes stay in affect for the logged-in user ID even if they sign out of the application.
