Use filters to narrow the products shown in Projects, Quotes, or Orders. The available fields and conditions depend on the field type.
Open Projects, Quotes, or Orders, then open Filters. In the filter panel, choose Add Filter and select a field.
To Add a Filter:
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Choose Add Filter, then select the field you want to use.
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Choose a condition available for that field. Text fields offer “is” or “contains”; number and date fields offer “is” or “in the range”; Boolean fields offer “True” or “False.”
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Enter or select a value. If the selected field has no value, the filter chip can show “is Empty”; this is an empty-value state, not another condition to choose.
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Choose Add to add the condition.
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Repeat these steps to add more conditions.
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Choose Apply when you are ready to refresh the results.
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Saved filters appear in the drawer; use the Shared column to identify which are shared.
To Remove a Filter:
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Choose the X on a filter chip to remove that condition.
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Repeat until you have removed the conditions you no longer need, or choose Clear All.
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Choose Apply to refresh the results.
