How to Filter Lead and Waitlist Database

To perform a super fast search of your Waitlist, just make a selection from the various drop-down menus.

For Watilist, you can filter according to:

• Centres (for global users who have access to multiple centres)
• Parent or Child Name, Phone or Email
• Tour Status (i.e. booked, completed, no-show, cancelled)
• Tags Tags are short words or phrases to help you identify & filter specific profiles. There are automatic system tags and custom tags that an administrator can create. To create custom tags, you can follow this handy guide: Settings: Tags
• Service Type
• Status (i.e. lead, waitlist, offered, confirmed, started, inactive) You can clear the status field to view other available statuses. The system will show the waitlist status by default.
• Sibling Status
• Admin Notes
• Days Required
• Priority of Access Criteria and Priority Level
• Offer Expiry
• Registration Date and Care Date
• Care Age and Birth age
• Priority Questions If you have set priority questions on your forms, the questions will appear as a filter as well. To set your priority questions, you can follow this handy guide: Settings: Priority Questions

For Leads, you can filter according to:

• Centres (for global users who have access to multiple centres)
• Parent or Child Name, Phone or Email
• Tour Status (i.e. booked, completed, no-show, cancelled)
• Tags Tags are short words or phrases to help you identify & filter specific profiles. There are automatic system tags and custom tags that an administrator can create. To create custom tags, you can follow this handy guide: Settings: Tags
• Interaction Type
• Registration Date
• Priority Questions If you have set priority questions on your forms, the questions will appear as a filter as well. To set your priority questions, you can follow this handy guide: Settings: Priority Questions

Handy Tips:

• After filtering, make sure to click
• When you choose a drop-down option, you'll notice a pre-calculated count of every option so you know your numbers at a glance
• The age sliders allow you to quickly filter "from" and "to" ages with a simple click of the mouse. 

Global Search is a handy tool to search for your software settings, options, and specific profiles. If you need a quick search, the global search will find the record for you whether it is in active or inactive status. This is very helpful if you cannot find a profile and you are unaware of their status.