Filter presets can help you stay organized by allowing you to customize views across different areas of your business, like crew assignments, accounts, schedules, and more.
Here's a streamlined guide on how to set up and manage filters.
Setting Up Filter Presets
Choose a Section: Go to the section where you’d like to create a filter (e.g., Accounts, Work Orders, Schedule, Timesheets, Materials, Invoices, or Team Members).
Expand Filter Options: Click the "Expand" button near the top of the screen. Here, you’ll see various options for filtering based on specific items or criteria you need.
Save Your Filter Preset:
Adjust the filter options to suit your needs.
Click "Save" at the bottom right.
Name your filter and save it. Your saved Filter Preset will appear at the top of the screen whenever you go to that section.
Managing Filter Presets
To view or edit your saved Filter Presets, go to Business Settings and select Filter Presets (near the bottom of the menu). Here, you can manage all your filters in one place.
If you have any questions or need help optimizing your Filter Presets, feel free to reach out for assistance.