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Date Filters

For each of the items, set the way in which you want to limit the data. Once you enter the method, for instance 'Months', a new field will become visible in which you can enter a specification, such as the number of months. Once you have entered this specification, Isah Configuration displays the start date behind the field.

Please note: These settings will limit information in the CRM app. If you wish to see turnover data for 10 years, but the setting for your sales turnover is two years, you will either have to change the setting or view the turnover data in Isah.