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Filter acquisitions in your workspace

Who can use this feature?

This feature is available to all users with access to the workspace.

Filter to find an acquisition

Easily narrow down your acquisitions to find exactly what you need with the filtering option.

  • 1
    Click Acquisitions in the sidebar.
  • 2

    Choose your preferred filter option from title, user, trueflow, or date.

  • 3

    Enter the title and/or email address of the user in the provided bar.

Filter by date

Quickly locate a specific acquisition by filtering it based on its date

  • 1
    Click Acquisitions in the sidebar.
  • 2
    Click on ADD FILTER.
  • 3

    Select Date from to set the starting date, then Date to to set the ending date, defining a specific time range for your search.

PRO TIP: Set of filters

Make your work easier by saving your favorite filters for quick access whenever you need them.

  • 1
    After applying your filters, click on ADD FILTER once more.
  • 2

    Name your set of filters for easy access later.

  • 3

    Click Save.

Now, whenever you click on ADD FILTER, you’ll find your saved filter set listed for easy selection whenever you need it.

To remove it:

  • 1
    Click on ADD FILTER when the filter is applied.
  • 2

    Select Remove followed by the name of your filter set.

  • 3

    Click Confirm to delete them completely.

Learn how to sort acquisitions in your workspace.

Need support? We’re happy to help!

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