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Print this pageForward this document  Client list filter selection

When you select the option Filter the client list from the Tools menu, a list of available filters is displayed. Nine different filters are available, eight of which are customizable while the other is predefined as Your clients only and can be applied on a permanent basis through the access rights granted with respect to the security system.

If you select a filter which has previously been defined, you may choose to apply or edit that filter. If the filter you have selected is not yet defined, then you will only be able to edit it.

When a filter is applied, the client list will only show those clients who have passed through the filter, that is those who have met the criteria set for filtering purposes.

To disable the filters and list all the contents of your client database, from the Tools menu, select Filter the client list, then tick the No filter option and finally click on Apply filter, or select Do not filter from the drop-down menu appearing in the top left-hand corner of the client list.

July 22, 2015