This article will guide you through how to create custom filters that you can save to use when you are looking to search for specific filter settings.
Step One:
When you navigate to the work order, proposal, or invoice module you will see a filter button to the right of the search bar. Click on the filter button to begin creating a custom filter.
Step Two:
After you have clicked on the filter button, a screen will appear where you have a list of different filters you can type in to create your own search filter.
Step Three:
After you have typed in a customer filter, you can click the Apply button to create the customer filter. For example, in this tutorial we used the Preventative Maintenance option and selected “Grease Trap Pumping - 226”. When creating this customer filter, it will narrow our search results to show “Grease Trap Pumping - 226” work orders.
Step Four:
You will notice a "Save" button near the top-right of the filter section. If you click this button, it will allow you to save the customer filter you made so that you can continuously use it when you would like to apply that filter.
Step Five:
After you click to save the filter, it will ask you to name this customer filter and then click “Confirm” to save the customer filter you created.
Step Six:
If you have created and saved a customer filter, you can access the saved filter in the future by clicking on the search bar under “Saved Filters”. Once clicked, you will see the saved customer filters you have created to select. Once you select your saved filter, it will then apply that to your search results.
Step Seven:
Saved filters in Ecotrak can be modified to better suit your search requirements. To update a saved filter, follow these steps:
Select the saved filter you would like to update.
Modify its criteria by editing fields or adjusting search parameters.
Click “Update Filter” to apply changes.
Modifying filters allows for dynamic updating but does not permit renaming or removal of the saved filters.
Note:
You have the option to save up to 20 filters, but it is important to note that saved filters cannot be removed or renamed from the system without assistance. However, you can modify their criteria to better match your search needs. If you'd like to inactivate or rename a saved filter, you can reach out to your CSM for further assistance.