EventPro User Manual

Advanced Filter Criteria

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Advanced Filter Criteria

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Advanced Filter Criteria

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Although the EventPro filter allows you to filter on most of the commonly used fields, you may want to set a filter based on unusual criteria or user-defined fields unique to your installation of EventPro.  The Advanced Filter allows you to access every field, including user fields, when creating a filter for your records.

1.Click on the relevant tab and click the Advanced button in the bottom left corner. The Advanced window opens.

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2.Under Define New Criteria, select a field from the drop-down list.
3.From the next drop-down list, choose the Condition that must be met: Equals, Does Not Equal, Is Between, Is Not Between, Greater or Equal, Greater Than, Less or Equal, Less Than, Begins With, Does Not Begin With, Is Blank, Is Not Blank, etc.

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4.If the condition you select requires a Value or values, enter them in the next field(s).
5.Click the Add button to add your custom entry to the list of Advanced Criteria in the top grid.
6.Continue adding as many advanced criteria as you need.  Note that a record must match all advanced criteria (in addition to the other criteria selected in the tabs) to appear in the filtered view, unless you use the same field multiple times.
7.If you use the same field multiple times, the separator will be “or”, not “and”.  For example, if you added the advanced criteria pictured below, EventPro would display all three companies in the filtered view.

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8.It assumes you are looking for companies named “Elegance Rentals” OR “Enchanted Jewellers” OR “Catering Royale”, not a company named all three.
9.To remove an entry from the list, select the entry and click the Remove button.
10.Click OK in the bottom right corner of the Advanced window to accept the advanced filter you created.  You will return to the Filter Criteria window.