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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 8 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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