Filtering the displayed participants
You can filter the participants to only display those created or modified between certain dates.
Perform the following steps to filter the displayed participants:
- Start Relationship Manager and make sure it is connected to a server. Follow the instructions in Starting Relationship Manager and Connecting Relationship Manager to a InterChange Server Express.
- Select a participant.
- Click View > Filter.
The Filter dialog box appears.
- Enter the earliest date of creation or
modification for the participant in the from field and the latest
date of creation or modification for the participant in the to
field.
- In the months list, select a month. You can type the first letter of a month to scroll to a month in the list.
- Click the up and down arrows to increase or decrease the date. You also can use the arrow keys on the keyboard.
- Select the Include inactive participants as well check box if you
want to include inactive participants in the results.
- Click OK.
Relationship Manager displays the history of activity for the filtered
interval in the Filter Results dialog box. The dialog box includes inactive participants if the Include inactive participants as
well check box is selected.
See also:
Relationship Manager overview
Working with relationships in Relationship Manager
Working with relationship data in Relationship Manager
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