Using Filters in Projects, Quotes & Orders
Filter, Project, Quote, Order, Search
JThis feature allows you to drop in some quick filters to drill down your search results, and to find that product with just a couple of clicks.
Access Projects, Quotes or Orders from either the Customer Relationship Management Side Bar OR Product Lifecyle Management Side Bar
To Add a Filter:
Click Add Filter
Select your search field
Choose Is or Contains (Default: Is)
Type in your data search in the box under is / contains
Click Add
Repeat Above Steps to add additional field filters or skip to next step
Click Apply when finished
Click Add Filter
Select your search field
Choose Is or Contains (Default: Is)
Type in your data search in the box under is / contains
Click Add
Repeat Above Steps to add additional field filters or skip to next step
Click Apply when finished
To Remove a Filter:
Click the X next to the search field
Repeat until all fields have been deselected
Click Apply
Click the X next to the search field
Repeat until all fields have been deselected
Click Apply
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