Difference between revisions of "Filters and search"
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
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| + | '''On every page (quotes, projects, jobs, invoices, payments etc.) you can use the filters.''' | ||
| − | + | 1. Click the "'''Arrow'''" button to expand it: | |
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| − | [[File: | + | [[File:Screenslhot 1.png|border|1000px]] |
| − | + | 2. Enter the data into the appropriate fields and click '''"Apply"'''. | |
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| + | If the filter is applied, the header turns blue: | ||
| − | + | [[File:14.png|border|1000px]] | |
| − | + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. | |
| + | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | [[File: | + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. |
| + | <span style="color:red">'''Note''':</span> 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 not applied: | ||
| + | |||
| + | [[File:S1.png|border|1000px]] | ||
You may use the filter to find and detect any potential problems: e.g. unpaid invoices, overdue projects, idle in-house translators or PMs etc. | You may use the filter to find and detect any potential problems: e.g. unpaid invoices, overdue projects, idle in-house translators or PMs etc. | ||
| + | For more info on filters, please see our <U>[[ Filters| '''wiki pages''']]</U> or a video tutorial [[File:YT client.png|60px|link=https://youtu.be/sU7a5yPMWWE]] | ||
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| + | Also, there is a <u>'''[[Global search]]'''</u>. You can search for different objects by their name and codes. | ||
| − | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. | |
Latest revision as of 16:36, 14 September 2022
Back to the Quick Start Guide main page.
On every page (quotes, projects, jobs, invoices, payments etc.) you can use the filters.
1. Click the "Arrow" button to expand it:
2. 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 not applied:
You may use the filter to find and detect any potential problems: e.g. unpaid invoices, overdue projects, idle in-house translators or PMs etc.
For more info on filters, please see our wiki pages or a video tutorial 
Also, there is a Global search. You can search for different objects by their name and codes.
Back to the Quick Start Guide main page.
