How to Enable Account Filters
1. Click Settings, from the drop down menu.
2. Select Filters from the list on the right.
3. Check the box to enable advanced filters
4. Go back to your Main Screen then,
5. Click on Accounts to see the default filters,
All shows all the contacts listed in your accounting software
Pending Approval shows accounts whose next step is manual and ready to go; this includes manual send emails and sms, and calls to be made.
Idle shows accounts that have reached the end of their current workflow.
+30d overdue includes all accounts which have an invoice aged over 30 days.
+60d overdue includes all accounts which have an invoice aged over 60 days.
+90d overdue includes all accounts which have an invoice aged over 90 days.
Note: If the default filters do not appear under Accounts immediately, try refreshing your screen.