Work with organizers list

This article covers how to search, filter, sort, and manage your organizer list. To perform actions on an individual organizer, refer to the corresponding article .

To view all organizers, go to Organizers from the sidebar menu.

Work with the list

The Organizers page lets you manage your organizer list by searching, filtering, sorting, and customizing the table to find the organizers you need.

You can switch between the Active and Archived tabs. Archiving is useful for cleaning up the list after you’ve finished working on an organizer.

Use the options below to get the most out of your organizer list.

Search for organizers

To search for an organizer by its name, type a keyword in the search field and press Enter. Click X in the search field to clear it.

Filter organizer list

Use filters if you need to:

• Find specific organizers quickly (e.g., you want to see only submitted or pending organizers)
• Generate comprehensive reports (e.g., by choosing organizers sent by a particular team member)

To narrow down a list of organizers, click Filter at the left and select the filters. You can apply several filters.

You can also use the search field on the right to filter organizers by name.

Create presets to save filter combinations, allowing them to be applied with just one click next time. To create presets, customize the desired filters and save them as a preset.

Tip

To identify clients based on specific organizer responses, configure your organizer template to automatically assign account tags based on client answers. Then filter the Accounts list by those tags to find relevant clients.

For a full list of available filters, see Available filters below.

Sort organizer list

Sort organizers by name, date updated, date created, date submitted and the seal status. Click the up-down arrows next to the chosen column name to sort the list. The sorting option can also be applied after searching or filtering organizers.

Customize columns

You can customize your organizer list in various ways: resize, enable, disable, and move columns to your liking.

• Resize columns: Click and hold the divider between column names and resize it by moving your mouse.

• Choose which columns to display: Click the gear icon at the top right of the table.

Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Organizer name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.

For a full list of available columns, see Organizer list columns below.

View pending organizers

You can see pending organizers not only on the Organizers page but also in the Accounts list. Here, it is possible to quickly find out how many resubmitted organizers a particular client has. To do so, explore the Pending organizers column on the Clients > Accounts page.

Note

This column will be available only if you have enabled it in the account list customization sidebar .

To filter the account list to show only clients with pending organizers, follow these steps:

1. Go to Clients > Accounts from the menu sidebar, then click Filter.

2. Select Organizers in the dropdown and check Pending.

3. Optionally, create a filter preset to view clients with only active pending organizers by selecting All of as a selector and Pending with Active as filter values.

Note

If you archive a pending organizer, the client will be displayed when the Pending filter is applied, but the organizer won’t appear in the Pending organizers column.

Reference: Organizer list columns

Reference: Available filters

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