Applying a filter

In a report (e.g. the deals or Finance → Income) you click Actions → Filter. Choose the column (e.g. Type), the condition (e.g. =) and fill in the value (e.g. Sponsoring). Click Apply.

A filter on the Type column with the value Sponsoring.

Quick search also works without a filter: type a word in the search bar and click Search. With Tasks you open the filter icon (funnel), fill in one or more fields and click Search.

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