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Filters

C
Written by Chris Curd
Updated over 3 months ago

The Filters section allows users to select core and custom fields to customize the filters displayed at the top of each list view or in the advanced filter.

Selecting a Module to Customize Filters On

To choose the module you wish to edit, use the dropdown menu in the top right of the Pane. Available modules include:

  • Customers

  • Prospects

  • Sites

  • Leads

  • Contacts

  • Quotations

  • Quotation Lines

  • Hire Contracts

  • Tasks

  • Client Groups

  • Sales Invoices

Managing Filters

  • Edit a Filter: Tap the filter name, choose a 'Show on' option (Toolbar or Advanced Filter), and hit Save.

  • Hide a Filter: Tap the filter name, check the 'Hidden' checkbox, and hit Save.

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