Info
This article will show you how to add and remove filters within Transfer IQ®.
Results
Results on the Referrals tab are depending on Date filters.
The Cases Tab will show data based on the sub tabs
Filters
If you currently see information at the top of the columns that means there is a filter in place for the column.
To remove an applied filter click the X on the filter.
Referrals Tab
You can filter Referrals by the following:
Created Date
ETA
After selecting which type of filter to use, you will need to either:
type a date
use the calendar tool to select a date that is the beginning of the created date range
select today to put today's date in both filter by fields
Once the dates are populated you will need to apply filter.
Note: Apply filter is not available till dates are populated.
If you need to search again, or adjust your filters you will need to select clear filter.
The dates that you enter remain in the filter fields until you select clear filter or until you sign out.
Cases Tab
You can filter Cases by the following:
Select Active to display only the cases that have an ETA of today's date or a previous date.
Select Upcoming to display only the cases that have an ETA of more than 24 hours in the future.
Select Completed to display only the cases that have been completed.
Columns
When looking for a column that you don’t see, you will need to add that column it.
If there are columns that you do not need you are able to remove those columns.