Difference between revisions of "Filters and search"

Revision as of 11:23, 21 October 2020

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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:

2. Enter the data into the appropriate fields and press "Apply".

If the filter is applied, the header turns blue:

You may hide the filter interface by pressing the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing again.

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

To inactivate the filter, press 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.