How to Filter Out Related Accounts on your Caseload List

If you'd like to filter out related accounts from your caseload list in the CRM so that you are only working with master accounts, check out these two options: 

This is a step-by-step tutorial with screenshots: How to Add Filter Out Related Accounts on your Caseload

If you prefer a video tutorial, please watch this 3 minute tutorial: Video for Filtering out Related Accounts