Plans

Use this module to manage plans. Each plan fits into a challenge.

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Search plans

1. To search for plans, click this Search box:

   

2. Type the text to search.

3. Press Enter on your keyboard.

This searches in all columns from ID # to Profit Share.

When searching columns with numbers, do not include these characters:

• Dollar sign ($)
• Comma (,)
• Percent sign (%)

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

3. To sort again by another columnm, click another heading.

If you sort by multiple columns, the last one you click is the highest priority. The priority is shown with numbers.

For example, means that rows are sorted first for that column. Rows that have the same value for that column are sorted again by the column marked with .

Download plans

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.