Overview
The customizable list templates provide a way for users to save custom search criteria. The user can:
- define and save custom filters
- define multiple favorites list
- apply favorites lists within filters
FILTERS
- There are two types of filters
- Local - visible only to the user who created it
- Global - visible to all users regardless who created it
- Filters may be defined for the following lists
- Personnel
- Customers
- Vendors
- Quotes
- Orders/Invoices
- Dispatches
- Tracking
- Equipment
- Locations
- Tasks
- Receivables
- Payables
- Deposits
- Invoicing
FAVORITES
- Favorites may be defined for the following lists:
- Personnel
- Customers
- Vendors
- Equipment
- Locations
Video
Customizable Lists: Customizable Lists
Common Tasks
Configuring Filters and Favorites Lists
Best Practices
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