Difference between revisions of "Filters"

Latest revision as of 14:39, 23 October 2025

Using filters

By default, you can see all the data on the data table of the page.

You can limit the displayed data by expanding a grey filter strip above the data table and applying desired filter criteria.

You can hide or display filter fields by clicking the button in the upper right corner:

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

You may hide the filter interface by clicking the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is applied:

Available filters

On every page (quotes, projects, jobs, invoices, payments, etc.) you can use filters to search for the items you need or hide the items you do not need:

• Search quotes with filters

• Search quote requests with filters

• Search multi-quote requests with filters

• Search projects with filters

• Search project templates with filters

• Search jobs with filters

• Search job tenders with filters

• Search to-dos with filters

• Search clients with filters

• Search client receivables with filters

• Search client invoices with filters

• Search client payments with filters

• Search client contacts with filters

• Search client prices with filters

• Search vendors with filters

• Search vendor payables with filters

• Search vendor invoices with filters

• Search vendor payments with filters

• Search vendor contacts with filters

• Search vendor prices with filters

• Search business expenses with filters

• Search files with filters

• Search managers with filters

• Search manager client pools with filters

• Search tags with filters