Filters (1 min 23 sec.)

You can create and use filtersA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. in WorkflowMax to make it easier to find the information you need. The filters you create are personal to you.

Filters are available for the following manager screens:

  • Clients
  • Invoices
  • Quotes
  • Work in Progress.

The page title is the name of the filter currently in use (All Clients, All Invoices, All Quotes or Work in Progress by default). As soon as you select a filter, that filter name is used as the page title and will stay as the page title until you select another filter.

Working with filters

Creating a filter

Using a filter

Editing a filter

Deleting a filter

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