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Using Filters in Projects, Quotes & Orders
Using Filters in Projects, Quotes & Orders

Filter, Project, Quote, Order, Search

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Written by Joy Bricker
Updated over 10 months ago

This 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

To Remove a Filter:

  • Click the X next to the search field

  • Repeat until all fields have been deselected

  • Click Apply

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