Filtering allows you to limit, or filter, a list of data to show only specific records that meet your search criteria. If you have a large list of clients, it is helpful to be able to only see, for example, clients with the last name of 'Smith' when you are searching for a client with that last name. To filter a list, simply type your search text into the appropriate column's filter row.
For example, to filter a list of clients to find any clients with the first name 'Dylan', type it into the filter row under the First Name column header as shown and press Enter.
The list is filtered to show a record for a record for Dylan Nguyen:
You can type filtering text for any or all columns, depending on how specific you wish your filtering search criteria to be.
To clear a filter, click the 'Clear
Filter' button 
next to each column's filter text.
Grouping allows you a more intuitive way of looking at your tab listing data. It's helpful to be able to organize and group a list by a particular column or set of columns. Grouping will "roll up" a list into sets of groups where the data is common.
For example, to group a Tasks listing by Task Type, simply click the Type column header, hold the mouse button down, and drag the header to the top of the tab where it is labelled "Drag a column here to group by that column". The list groups by Task Type:
Now all of the Appointments are grouped together, and so are the Emails To Send types.
You can now collapse and expand groups by clicking the (+) or (-) buttons next to each grouping.
To learn more about working with tabbed screens, select a topic below: