🔎 Search Dashboard
Click the search bar to begin typing.
Type the Name, Legal Name/Organization, Application ID, or Tag you want to find.
Hit enter on your keyboard or click the search button.
Click reset to clear your search results.
🎛️ Filter Dashboard
Use the advanced filtering tool to further refine your search results by applying multiple filters simultaneously.
Click the filter dropdown (e.g., Status, Tags, or a Category-sort-select) under the Filter header.
Type or select the desired option(s).
Click the Apply Filter button.
Repeat the steps to add additional filters.
🎥 20-second video showing a user on the Grant Manager Dashboard tab applying multiple filters, then searching for an applicant's name, to narrow down applications.
Context and Tips
📝 Notes:
Filters and search functions retain settings until you switch cycles. Clear them by clicking Reset or logging out.
Search results will still keep any active filter settings.
The Filter by Status option allows you to click the blue number next to a status name in the Applications by Status table as an alternative to using the filter dropdown.
💡 Tips:
Filter by User Type only if your agency has an Enhanced Profile enabled. 👉 Contact the GO Smart team to learn more.
The Panel Assignment filter is only available after you add the Panel column using the Add/Edit Columns button. 👉 Learn more about assigning applications to a panel.