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Home>Help Articles>How to filter the Clients?

Common troubleshooting topics:

Create Account,Install FieldPie App,Plan Your Visit,Import Clients
  • Getting Started
  • Client Management
  • Users Management
    • Authorities
    • Users Tracking
  • Using FieldPie
    • Product Management
    • Purchase Orders
    • Custom Forms
    • Notes & Reminders / Alerts
    • Reporting & Analysis
    • Visits
    • Photos
    • Feeds & Messages
    • Online / Offline Using
    • Payments
    • Import / Export
  • Integrations
  • Getting Started
  • Client Management
  • Users Management
    • Authorities
    • Users Tracking
  • Using FieldPie
    • Product Management
    • Purchase Orders
    • Custom Forms
    • Notes & Reminders / Alerts
    • Reporting & Analysis
    • Visits
    • Photos
    • Feeds & Messages
    • Online / Offline Using
    • Payments
    • Import / Export
  • Integrations

Other Web Contents

How to add Custom Field to Client Information?
How to add a new avatar to the client?
How to add a New Client?
How to view the Client on the Dashboard screen?
How to add notes to the client?
How to Manage Table Columns of the Client List?
How to edit the Client Categories?
How to edit Client Information collectively?
How to see Multiple Clients on the map?
What are the Client Categories?
How to edit the Client States?
How to plan a visit from the Clients screen ?
How to filter from the Clients screen?
How to edit the Client Tags?
How to see the client’s location on the map?
How to edit the Client ?

Other Mobile Contents

How to access the Client Information?
How to edit the Client Information?
How to add New Clients?
How to use the Navigation?

How to filter the Clients?

1- Sign in to FieldPie and click the Clients button from the upper left menu.

2- Click the SearchnwDAxEreCh1fOgWnA6g8J5VwiGDvhu02sg.png button in the upper right corner.

3- You can filter easily according to client states,client groups or client tags from the Client Search page.

4- Click the Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.png button on the top right after selecting the area you want to see.

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