Applying Filters
When you apply a filter, it turns blue and displays how many filter options have been selected. You may remove your filters by clicking Clear All once you are done with your search.
Filter | Action |
Search | Search for invitations by service provider’s details such as the business name, email, or a person’s name. Enter the desired detail in the Search text box, and then click Search. |
Status | Select the boxes next to desired status names to look for invitations with those statuses. Click Select All to search for invitations in any status. See Managing Active Invitations for more information about active invitation statuses.
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| Compliance Completion | Select the checkboxes next to the desired compliance percentage to search for the providers with the corresponding compliance.
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Invited By | Select the checkboxes next to the desired usernames to look for invitations sent by those users. |
Labels | Select the checkboxes next to the desired labels to look for invitations with those labels. |
Removing Filters
Should you want to use a different filter, click Clear All to remove the previously applied filters.
You may also clear the checkboxes of your previously selected options as applicable in each case.
Refreshing the page or navigating away from the page automatically clears all filters.
Sorting the Active Invitations List
You can use sorting options to arrange the list of invitations in your preferred way. You may sort by Company Name, Invitation Date, Expiration Date.
- On the Active Invitations, click the 🔽 in the Sort field to open the drop-down list. Note that sorting by Invitation Date is selected by default.
- Click the appropriate criterion in the list by which you wish to sort. The invitations get sorted by that criterion.
- (Optional) Click the arrow next to the selected criterion to arrange the list up or down within the specific criterion.
