How can I filter appointments?

You can filter the appointments within the "Activities".

Filter the Appointments

  1. Click on “Activities” to open your activity box.
  2. In the upper right-hand corner of the application screen click on “My Activities” (a big-wheel icon).
  3. Within the “My Activities” settings click on “Filter Settings”.
  4. Configure the "Filter Settings" by checking the Activity Type "Appointment" and Pipeliner will filter the appointments on-the-fly!

Tip: If you would like to save these settings just click on the “Save” button on the top of “Options” window.

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