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.