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Finding specific records
Finding specific records

The Smart Filter function can be used to search for specific records and works the same across most record lists in Commspace.

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

Follow the steps below to apply your filters.

Applying filters

Start by clicking Add Filter:

Choose the field you want to filter on:

Then specify the filter criteria for the selected field, for example by selecting a list option, specifying a date, an amount, a description or name:

You can add more filters to refine the search, if necessary:

Note: The page only loads up to 15 items initially. By scrolling down, more items will automatically. Remember that it is not necessary to scroll down until all the filtered results are visible on the page, before applying a bulk action
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Applying a bulk action on the filtered data set

After you the desired filtered list of records, you can apply a bulk action on the list by clicking on one of the list action buttons. The action will be applied to the entire filtered list, regardless of how many records the filtered list contains.
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You can optionally select one or more individual items in the list, by clicking anywhere on a item row or by hovering over a item row and selecting the check box that appears at the start of the row:

If no specific items are selected, the action will be applied to all the items in the filtered data set.

Below are some examples of actions that can be applied on statements:

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