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Account Filters

To access account filters, select Filters from the action bar above the list. These filters make locating accounts easier and faster, and are also useful in creating specific lists of accounts. For example, you can create a list of accounts based on an account segment or report classification.

Available account filters:

Account

Report classifications

History

Custom fields (custom filters you created)

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.