Reuseable Filter
Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.
Debbie Newton
shared this idea
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Tina Baker
commented
I'd like to be able to, for example, create a filter for all my invoices/receipts from 2020 and then save that filter to click on whenever I need it. And then be able to create another filtered search of all my receipts in 2020 that were for one particular expense. And then save it and have it available at the click of a button/link. Rather than having to recreate the search criteria every time I want to search for the same groups of receipts.
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Tina Baker
commented
I would like to be able to create filter that I can save and access with one click. For example, I want to create a filter that shows me all receipts from 2020.
I would name the filter 2020 Receipts and it would be kept in the List section under Saved Searches in left left menu pane. -
Adminstefani.stoitsova (Admin, Dext) commented
Why is it that when i search in a clients ARCHIVE folder of Cost and i go into one invoice the whole app reloads and throws away my advanced filters that i have added?
This particular client has over a thousand slips per month so in the advance option i choose only the month i am currently working with. i then search a supplier and it gives me say 5 invoices. then when i click on them and view one invoice the whole system loads and throws away my advanced filter and then i am back at all the slips and it is over eleven thousand.