Each section has filtering options to further refine the search. To access them, click on the funnel at top right; all available filters for that section will be displayed. Each section has its own options based on the relevant data for an advanced, targeted search. These are listed below.
Projects
Internship
Client
Project number
Project manager
Estimator
Source
Type of work
Technology
Types of property
Communication
Follow-up date
Creation date
Submission date
Start of work
End of work
Quotes
Internship
Source
Type of work
Technology
Type of property
Client
Responsible
Estimator
Submission number
Project number
Creation date
Submitted on
Closing date
Work orders
Stage
Responsible
Performer
Work order number
Project number
Creation date
Start
Start planned
Purchase orders
Internship
Responsible
Supplier
Purchase order number
Project number
Creation date
Planned start
Invoices
Internship
Type of work
Technology
Customer
Invoice number
Project number
Estimator Follow-up date
Creation date
Date issued
Date due
Sent on
Partial on
Paid on
Credit note
Contacts, customers, buildings, suppliers and employees
Name
Type
Subtype
Source reports
Responsible
Estimator
Technology
Creation date
Payment report
Project number
Invoice number
Paid on
Sent emails report
Sent on or not delivered (display order)
Sent by
Sent on
Opened more than X times
Hours report
Date range
Employee
Project number
Materials used report
Creation date
Project number
Material
Supplier materials report
Creation date
Project number
Profit report
Creation date
Estimator
Team leader
Project number
What's more, all reports can be exported to an Excel file. Simply open the filters, then, under Export, click on the red To Excel link.