Filter Search

Pitchly's filter allows users to find information about a specific record or a specific group of records quickly and easily

Find records using a set of criteria

Users can enter any combination of filter criteria to display records that match all of the entered criteria.

Find a specific record

To find a specific record enter the desired search criteria in a filter field. To narrow results quickly consider using search criteria that would drill down to a unique record.

Save Filters

Users have the ability to save search criteria for quick access during future use. Simply click the "Save Filter" option in the filter pane once you've selected the desired search criteria.

Filter Documents

The filter displays the records and their corresponding document template (i.e., tombstones, CVs, etc.) that match the criteria entered. Users can switch between the Main View and Document display without losing the filter criteria entered or the filter results.

 

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.