Filters
Contents
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: