Client Directory

Detailed instructions on how to search, sort, and filter the directory are listed below or here.

Search: to toggle or quickly identify and highlight search terms

• Click the magnifying glass or type “Ctrl+F”

• Type any word(s) to identify options within the directory

• Click “Enter” on your keyboard to toggle through options

Filter: to isolate view

• Select “Filter” or click the down arrow on the desired column and select “Filter by this field”

• Click “Add a condition” (not required if filter prompted by clicking the down arrow)

• Specify fields and conditions

  • If filtering on multiple conditions, click “Add a condition” again and select “And” or “Or” to create advanced filters

• View clients based on query

• Finally, click “Filtered by [...]” and select the trashbin to delete the filter and return to the full directory

Sort: to organize view

• Select “Sort” or click the down arrow on the desired column and select “Sort by A-Z” or “Sort by Z-A”

• Click “Add a sort” (not required if filter prompted by clicking the down arrow)

• Specify field and sorting order 

  • If sorting on multiple fields, click “Add another sort” and input details

    • Click the four dots on the right and drag to reorder the sort criteria

• View clients based on query

• Finally, click “Sorted by [...]” and select the “X” to delete the sort

*NOTE: The filter and sort methodologies can be combined to identify and organize a subset of clients across Orchestra.