Overview

Meritto provides Quick Filters and Advanced Filters to streamline application management, enabling users to slice and dice data to perform actions like downloading leads or sending communications(see list of bulk activities). Quick Filters offer instant access to frequently used filters, while Advanced Filters allow detailed, customizable filtering for precise data analysis.

They have  many benefits, such as:

• Faster Access: Quick Filters are easily accessible at the top of the Application Manager.

• Increased Productivity: Save time by applying commonly used filters instantly.

• Customization: Personalize filters to match your specific application management needs.

Step-by-Step Guide to use Quick Filters in Application Manager

Accessing Quick Filters

1. Navigate to Application Manager:
   

• Go to Application Manager > Manage Applications.
  

2. Selecting a Form:

• Click on the Form Name at the top-left corner of the page, whose applications you want to filter.

3. View Quick Filters Pane:

• Once inside the Application Manager, the Quick Filters pane is visible at the top by default.

Managing Quick Filters

Quick Filters provide one-click access to commonly used filters at the top of your applications view, helping you sort and prioritize applications efficiently.

1. Quick Filters Pane: Located at the top of your application view, this pane displays your default set of Quick Filters.
2. Manage Button :Add, edit, or organize filters to suit your workflow and allows you to create personalized quick filters.
3. Show/Hide Quick Filter: Toggle Quick Filters pane for more screen space.
   

Using Advanced Filters

• Advanced Filter offer "AND/OR" logic for in-depth filtering, ensuring accurate application segmentation.

• Advanced filters help you efficiently track applications based on specific conditions ensuring targeted focus on all the applicants. This feature enables you to:

• Combine multiple criteria and logical operators for precise filtering.

• Apply detailed search conditions to identify leads that match your exact requirements.

• Save custom filter views for quick access in the future, enhancing efficiency and consistency.

• With condition, You can add multiple criteria, and the data will be filtered only if it meets all the specified conditions.

• With condition, You can add multiple criteria, and the data will be filtered if it meets any of the specified conditions.

• You can add multiple conditions using option in the Advanced filter window.

• You can use and buttons to take the actions as per your requirements.

Business Use Cases

There are multiple scenarios where these filters can be used. Some of the business cases are listed below:

1. Filtering Payment-Approved Applicants in Application Manager
2. Filtering Applicants with Completed Forms and Pending Payments
3. Filtering Applicants with Completed Payments and Unsubmitted Forms(Mid/Pre Payment Case)
4.  Marking Payment as Approved for Offline Applications
5. Steps to View Incomplete Applications

Conclusion

Quick Filters streamline applicant management by providing an intuitive and customizable filtering system. They enable users to quickly sort and access relevant applicant data based on predefined criteria. For more refined results, Quick Filters can be used alongside Advanced Filters, allowing for precise filtering and efficient data management.