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Knowledgebase: Organizations
How do I assign a filter to an organization?
Posted by The Team at Mindmatrix on 24 August 2016 04:48 PM

Channel Managers can now assign filters to organizations to help them better organize their channel partners by expertise, location and industry.  As of August 2016, his feature will support the upcoming Channel Locator.

 

1. To set filters for your Channel Partners click on Setup > User Management and select Organizations.

2. Next, select the Organization. On the organization report window, select "Views". Then, pick "Filters".

 

On the organization report window, select "Views". Then, pick "Filters".

 

3. Type in the filters to organize the partner Organization. Only text characters are allowed.

 

 

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