When you have a form open and the list shows (more…) after the last record:

(More...) Feature - Selltis CRMClick on the linkbox selection (highlighted in yellow below). Any time there is behind the label of the field it is a linkbox selection.

... Linkbox Selection - Selltis CRM

After you click the linkbox label you will view the linkbox selection list:

Linkbox Selection List - Selltis CRM

Select the records you’d like to view. If you click on the fifth icon (highlighted in yellow below):

Fifth Icon - Linkbox - Selltis CRM

This will show you the selected records only. You are now seeing all the records that are selected on that field for that record.

Selected Fields - Selltis CRM

Questions? Give us a call at: 985-727-3455

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