Difference between revisions of "Filters and search"

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Let’s take the
 
Let’s take the
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/project/index'''Projects'''] </U>  </span>
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/project/index'''Projects'''] </U>  </span>
page as example.
+
page as an example.
  
 
1. Click the "'''Arrow'''" button to expand it:
 
1. Click the "'''Arrow'''" button to expand it:

Revision as of 13:01, 8 November 2017

Redirect.jpg Back to the Quick Start Guide main page.


On every page (quotes, projects, jobs, invoices, payments etc.) you can use the filters.

Let’s take the Projects page as an example.

1. Click the "Arrow" button to expand it:

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2. You’ll see lots of fields. Fill one of them and click "Apply".

3. The system will show you what you asked, and the arrow will turn red:


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You may сlear the filter if you wish, and arrow will turn to grey again.

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.