🕵️‍♀️ Entity Dashboard

How do I search for an entity?

To search for an entity navigate to the Entity Dashboard and follow these steps:

  1. Click the Search bar near the top right of the screen.
  2. Enter the information you want to search for.

Note: The search bar is a global search that searches all data across all entities so you can search for any information you are looking for.

How do I perform an advanced search?

To perform an advanced search for an entity navigate to the Entity Dashboard and follow these steps:

  1. Click the Filter button in the toolbar.
  2. Select the + Add a new filter option.
  3. Select the criteria you want to filter by, e.g. Entity Name.
  4. Select the limiter to apply to the search, e.g. starts with.

To add additional criteria to filters with an and operator click the Add another rule to this filter option and select your additional criteria and limiters. You can add as many and filters to your advanced search as you like.

To add additional criteria to filters with an or operator click the + Combine with another filter option and select your additional criteria and limiters. You can add as many OR filters to your advanced search as you like.

How do I save an advanced search filter?

To save an advanced search filter for an entity navigate to the Entity Dashboard and follow these steps:

  1. Click the Filter button in the toolbar.
  2. Select the + Add a new filter option.
  3. Select the criteria you want to filter by, e.g. Entity Name.
  4. Select the limiter to apply to the search, e.g. starts with.
  5. Click the Save Filter button.

Your filter will appear in the left of your screen and you will be prompted to name the filter. Give the filter a name, such as "Ontario Corporations" and press the Return or Enter key on your keyboard.

To view the filter again, simply navigate to it by selecting it in the left menu when you are in the Entity Dashboard.

How do I rename an advanced search filter?

To rename an advanced search for an entity navigate to the Entity Dashboard and follow these steps:

  1. Locate the Filter you wish to rename in the left hand Filter list of the dashboard.
  2. Hover your mouse over the Filter and click the ••• button.
  3. Click Rename from the action menu.

Note: You cannot rename default filters such as the Every Entity filter.

How do I reorder advanced search Filters?

To reorder an advanced search for an entity navigate to the Entity Dashboard and follow these steps:

  1. Locate the Filter you wish to reorder in the left hand Filter list of the Entity Dashboard.
  2. Hover your mouse over the Filter and click and hold the vertical grip button next to the filter name.
  3. Drag the filter to reorder it.

Note: You cannot reorder default filters such as the Every Entity filter.

How do I add a new entity?

To reorder a new entity navigate to the Entity Dashboard and follow these steps:

  1. Click the + Add New Entity button near the top right of the screen.
  2. Complete the entity details in the Add New Entity modal. No details are mandatory.
  3. Click Add Entity

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