Summary
Smart Folders let you save your filter searches for you to access later. Smart Folders can be used in any of the Sales categories: Estimates, Work Orders, Invoices, and Payments.
Key Points
Create the criteria you want to save
Click the Save button in the upper-right corner
Give the Smart Folder a name
To use Smart Folders:
In this example, we search for unpaid invoices for the current month.
From the Dashboard, click Sales
Click Invoices
Click the text box below From:
Click the first day of the current month
Click the text box below To:
Click the last day of the current month
Under Status click Unpaid
Click the Filter; all the unpaid invoices for the current month appear
Click the Save button in the upper-right corner
Give the Smart Folder a name, such as Unpaid <current month/year> invoices
Select [X] Share this folder with other users so other users can see it
Click Save Changes
The filter is now saved. You don't have to repeat these steps tomorrow.
To access the Smart Folder:
In the upper-left corner of the page you see Invoices next to a folder icon.
Click Invoices
Click Unpaid <current month/year> invoices
Also, watch this video:
And this one: