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An introduction to Event Filters: https://www.loom.com/share/51c1c8cdcaeb4e48806f94e6b84a1c2d

Steps

  1. Go to the Events page

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  2. Press the Filters button

  3. The Event Filters Overlay appears

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  4. Note: the Event Filters Overlay remembers your previous filter settings.

  5. Use the filters and then press Apply

  6. Click elsewhere to hide the filters.

You can filter events by:

  • Contact (Guest)

  • Date Range

    • You have access to a predefined list of commonly used date ranges like

      • Today

      • Late 7 days

      • Next 7 days etc.

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    • You still have the option to manually choose the desired start and end dates using the Custom Range.

  • Event Category

  • Project

  • Type

    • One-off

    • Master (used for recurring events)

    • Subsequent (used for recurring events)

  • User

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