Using filters

You make long lists in Clubwise shorter in two ways, depending on the list:

• Reports such as the deals and Finance → Income have a search bar at the top, a button Search and a menu Actions. Via Actions → Filter you choose a column, a condition and a value.
• Tasks has at the top right a filter icon (funnel). That opens a panel with fixed fields such as status, owner, deadline, contact and deal.

On the deals you also choose with the tabs Current, Future and History which deals you see.