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Account Group Filters

Updated this week

Account Groups are a wonderful tool for grouping customers together and with the new filtering options, an even more improved view.

With the account group open, select the filter option on the left just above the list of accounts. You can apply multiple filters at once.

For example, I want to filter by tag & bill profile at the same time.

Select the filters option, select your first filter column & value, then your second filter column & value.

Column = Tags + Value = Tag I want to filter

Column = Bill Profile + Value = The bill profile I want to filter

In addition to the wonderful filter options, you can also global search anything in this group.

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