In this guide we will show you the different ways you can filter and sort information on the client hub.

Note: Once a filter selection has been made, should you leave client iQ and then return to the page, your filtered options will still be present.

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Filtering By Search

You can enter your search criteria from the Client Hub in the Search field

In the example below, you can see that we entered a Counselor’s name to filter only that counselor’s clients

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Filtering by Sorting

You can sort Alphabetically, Numerically, or by Date in ascending or descending order

To sort your data, just hover over the column title and click on it

In the example below, the data is sorted alphabetically by Balance

Note: These functions can be used with any data tables on TiQ.

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Filtering by Specific Filters

You can also filter specific clients by selecting the desired options from the dropdown menus