In this guide, we will show you the different ways you can filter and sort information in 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 Searching

You can use the Search box to filter specific clients as needed. You have the ability to search by name, phone, email, provider, etc.

In the example below, we have searched all clients that have John Wick as provider assigned.

- Filtering by Sorting

To sort your data, just click on the column title. You can sort ‍in ascending or descending order

In the example below, the data is sorted by Balance amount.

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

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- Filtering by Specific Filters

By selecting the + Add Filters button, you can filter by Provider and Tags.