Using multiple filters Follow
To view a filtered list of employees using multiple criteria:
- Navigate to the employee list if needed.
- Click the “View filters” button.
- Select all of the criteria you want to include in the filter:
- Select a lead group from the dropdown menu
- Click the “Add a Tag” field and type in or select any tags you want included
- Select the “Registered only” radio button to view employees who have registered with the app
- Select the “Authorized only” radio button to view employees who have opted in to receive text messages
Note: When exclusively using the filter tool, selecting multiple criteria acts as an “or” function rather than an “and” function. So employees could be a part of a selected lead group OR a selected tag rather than both. The exception to this is when using the radio buttons which filter out any employees who are not registered or authorized respectively.