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Can I read Filtering Client Data by Service Rep 39 on EtoBox?

Filtering Client Data by Service Rep 39 by rew13091985 is a document available to read on EtoBox.

What is Filtering Client Data by Service Rep 39 about?

The document discusses displaying only records for service rep 39 in a Client Financial Form. It says to use Advanced Filter/Sort from the Advanced drop-down menu in the Home tab. Add the Service Rep Number field to the design grid and type 39 in the criteria row to restrict the form results to only those records.

Author
rew13091985
Language
EN