Several MobileTech pages include options for filtering, searching for, and sorting information so you can more easily control the information you’re viewing.

Note: These options aren’t available by default. To turn them on or off, use the Search Buttons field on the Setup page on your device.

These options are available at the top of the list pages.

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For more information, see these sections:

• Search

• Filter

• Sorting

Search

You can use the Search area to narrow the scope of the information you’re viewing by typing part or all of a record’s name. For example, in the Customers pane, you can type bank to display all customer names that include “Bank.”

To return to the full list, clear the text you typed or choose the close (X) icon.

Filter

The Filter area lets you filter the list of information by choosing a field name to filter by, and then a condition and value.

For example, in the Service Calls pane, if you want to view all calls that have a certain status, you can choose to filter by the Call Status field, choose = as the condition, and then enter the specific status you’re looking for. When you choose the icon in the upper-right corner, the list is redisplayed and you can see that the filter is active.

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Tip: When you use filters, we recommend that you use the Contains condition rather than =. For example, phone numbers are stored in the system with four additional digits at the end for the extension; if no extension is entered, these four digits are zeros. Using the = condition will work only if you enter the number with those four digits (such as 80055555550000).

To remove an active filter, click on the active filter, and then choose Clear Filter.

Note: To close the filter options without selecting a filter, choose Cancel at the bottom of the list. The list returns to the default view each time you close and reopen a pane.

Sorting

The last area indicates the current sorting options for the records.

For example, this indicates the list is being sorted by customer name, in ascending order.

This example indicates the list is being sorted by date opened, in descending order.

To change the sorting options, click the current sorting option and choose the new field to sort by. You can also use the Switch to Ascending or Switch to Descending options in the list to switch between ascending and descending order.

Note: To close the sorting options without selecting anything, choose Cancel at the bottom of the list. Choose Default to return to the default sorting options. The sorting order returns to the default view each time you close and reopen a pane.