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:

  1. 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.
  2. Select a participant.
  3. Click View > Filter.
    The Filter dialog box appears.
  4. 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.
  5. Select the Include inactive participants as well check box if you want to include inactive participants in the results.
  6. 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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