Brokers can perform multiple functions to refine or filter their client's data for better analysis, monitoring and tracking. The functions include:
Search Bar
This allows brokers to quickly search for a particular client either by the CRM User ID, name or email address of the client.
Field Display Settings
This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".
Select the fields you wish to display and click "Confirm".
Filter
This allows brokers to easily filter out clients based on certain criteria.
Click onto the "Filter" icon.
Configure your filter criteria and click "Search".
Click "Add filter field" and select the filter fields you require.
Download
This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
A popup notice will appear to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".
