This article will guide through how to create customer 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 customer 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 under the PM ID line we typed in 1180. When creating this customer filter it will narrow our search results to show PM 1180 work orders.
Step Four:
After clicking apply, you will see the customer filter setting appear in the search bar, and to the right you will then see it pop up a "Save As" button. If you click this button, it will allow you to save the customer filter you made so that you continuously use it when you would like to apple that filter.
Step Five:
After you click to save the filter, it will ask you to name this customer filter and then click save to officially 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 filter button to the right of the search bar. At the bottom of the filter screen that appears, you will see the save 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:
Open the saved filter you wish to adjust.
Modify its criteria by editing fields or adjusting search parameters.
Save the updated 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 from the system. Additionally, you cannot rename saved filters once created. However, you can modify their criteria to better match your search needs.