Filters and search

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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:

Screenslhot 1.png

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

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg 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:

S1.png

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 YT client.png


Also, there is a Global search. You can search for different objects by their name and codes.

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