How to Use Filters Across the Platform

The Filter button in RunSensible is a versatile and essential tool that allows you to customize and refine the information displayed in various sections of the software.

Accessing the Filter Button

Positioned prominently in the top right corner of each section, the filter button is consistently available across key areas such as prospect lists, individual matters, projects, and more.

Applying Filters to Fields

To begin filtering, click on the Filter button, which will open a panel on the right side of the screen.

Using Advanced Filtering Options

For more advanced filtering, you can refine your results further by adding additional criteria.

Combining Multiple Filters Across Fields

In situations where you need to apply multiple filters across different fields, RunSensible allows you to combine several criteria simultaneously.

Saving Filters

For convenience, RunSensible also provides the option to save your filters for future use. To do so, click the Save button at the top of the filter panel after you’ve set your filters.