How to search in Briefings?

When you go to your Briefings page, Canpay Briefs from your colleagues are presented in a feed with the most recent at the top. Candex gives you very powerful filtering capability in two dimensions to narrow this feed. You can also do keyword searches from the search box on the top right of your screen.

Choose Data Set

At the top of the feed, click on the magnify glass to choose from our default filters or add your own custom filters. This makes it easy to see deals that are pinned, open, closed, etc. You can click add filters to narrow your data set in a custom way.  Save filters that you use often by clicking save.


Using the left navigation filter

By clicking on the dropdown at the top of your left side panel, you can choose to see your selected data set by colleague, vendor, client, geography, team (plus division, department, purchasing or category). If you click on an element on the left side navigation, it will narrow your Canpay feed accordingly.