Quick Filters - Simplifying Your Application Management

Introduction

The Quick Filters functionality is a newly introduced feature designed to streamline your Application management process. With Quick Filters, you can quickly apply your most-used filters, making it easier to focus on the application that matter most. This guide will help you understand how to use Quick Filters, manage your filter settings, and leverage advanced filtering options for more precise lead management.

What are Quick Filters?

Quick Filters are your most used filters, now conveniently located at the top of your Application Manager view. This feature allows you to apply commonly used filters with just a click, saving you time and effort in sorting through your leads.

• Quick Filters Pane: Located at the top of your lead management screen, this pane displays your default set of Quick Filters.
  
  
• Manage Button: Allows you to add, edit, or organize your Quick Filters according to your preferences and create your own personalized quick filter.
  
  
• Show/Hide Quick Filter: The original filter icon now functions to show or hide the Quick Filters pane, giving you more screen space to view your leads.

Prerequisites 

The user should have access to AM functionality.

Follow the below steps to seamlessly use Quick Filter functionality seamlessly

Step1: Click on the search bar in the left sidebar of your Meritto portal to find the Application Manager. This will trigger a drop-down menu where you can select Manage Applications. Alternatively, entering "Manage Applications" in the search bar will take you directly to the Application Manager.

Step 2: Once users lands on Application Manager you will able to view the Quick Filter functionality active by default.



NOTE:

By default, the user will have visibility of only the parameters mentioned below:

• Payment status
• Application Owner/Teams
• Application stage by default
• Form Status 

If you wish to choose a form, click on the form name found at the top right, just beneath the “Application Manager Headline”. This will bring up a dropdown containing all forms enabled for that institute. Select the form you want, and the corresponding applicant data will be shown on your Application Manager screen.

Step 3: If user wants to manage the quick filter then can do it by clicking on the Manage filter icon. Once you click on the filter option, a list of all available parameters for filtering will be displayed. In addition to the default parameters, you can also select additional options to further refine your filtering criteria.

NOTE:

When a specific form is selected and filters are applied, the applicant data relevant to that form, based on the chosen filters, will be displayed on the screen.

How to set up Advance Filter?

• Located on the right side of the Quick Filters pane, the Advanced Filters button allows you to apply filters with “And/OR” filtering conditions and to save the views when required.
• You can combine multiple criteria and logical operators to refine your search.
• Advanced Filters work in conjunction with Quick Filters, giving you even greater control over your lead management.

Benefits of Quick Filters

• Easier Access on top: Quick Filters are now conveniently placed at the top, making it easier to access and manage your applications with just a click.
• Increased Productivity: Use Quick Filters to save your time in applying your daily used filters.
• Customisation: Tailor your Quick Filters to match your specific application management needs.