Setting Auto Filters
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The Auto Filters option sets filters for a particular customer’s (trader) account number. If there are numerous working orders for an account shared by a number of traders, it can be difficult to sort and review the orders for a particular trader. Filtering by customer name, as it appears in the Customer List window, displays all orders for that particular customer.
Follow these procedures to manage Auto Filters:
To set the Auto Filter by customer:
Right-click in the window grid to access the context menu.
Click Auto Filters.
A check mark indicates that the filter is applied for this customer’s account number.
- From the Control Panel, click the Window menu and choose Customer List.
- Select a customer from the list.
This provides the filter definition. The titlebar contains a Filters On message.
To remove the customer Auto Filter, use one of these options:
Click on the red push button directly below the column whose Auto Filter you want to remove.
Click Clear to remove the Auto Filter. (For any window except the Audit Trail.)
- or -
Right-click to display the context menu and click Autofilters.