Card Display Grouping

To filter large numbers of cards, take advantage of the card filters option.

To update

• Open the Menu Forms, Lookups and Email Templates
• Click the menu option Drop Down Box Options
• A search form appears. Search in “Description” Field for the required dropdown.  This will be the field name, Card Display Filter. Click Search.

• Click the GO-TO Menu

• The current list will display
• Click Create New

• A modal appears
• Fill out the required fields–a unique code, the content, and display sequence 

• Save