Quickly create and save filters to access your most valuable information, when you need it.
Creating and saving filters helps save you time and be more productive with your day by accessing the information you need quickly.
For example, on the service request list page, you can set up a filter of all of your 'Quoted' service requests from 'Last Month'. Or on the job list page, you can set up a filter that shows only jobs with the status 'Not Scheduled'.
Create and save a list page filter
- Navigate to the list page you where you would like to make the filter.
- Enter into the search fields below the table columns the criteria you would like to use for your filter. In this example, I have put 'Quoted' in the 'Status' column and a date range of 'Last Month' in the 'Date' column.
- To save the filter, navigate to the 'Actions' column and click on the arrow dropdown next to 'Clear'. From this dropdown list choose 'Save'.
- Enter the title of filter and click 'Save'.
Apply a list page filter
- To apply a list page filter, simply navigate to the 'Actions' column on the list page.
- Click the dropdown arrow next to the 'Clear' button.
- Here you will see your list of saved filters. Choose the one you want to apply.
Delete a list page filter
- To delete a list page filter, simply navigate to the 'Actions' column on the list page.
- Click the dropdown arrow next to the 'Clear' button.
- Choose 'Remove' from the dropdown list.
- Check the filter you want to remove and click 'Remove'.