All Collections
Quick Tips
Quick Tip - Quick Filters
Quick Tip - Quick Filters

A Quick Guide to utilizing Quick Filters on an existing View.

Vaughn avatar
Written by Vaughn
Updated over a week ago

*********NOTE* - Due to changes in labeling, all references to Bills have been changed to Invoices, and all references to Billings have been changed to Time Entries in the Guide below. At some point, the Video above may also be updated. *************

Transcript

Good morning. This is Matthew with Curo365 here with a quick tip video about quick filters. Now you probably see the advanced find a guide where you can click up here and create a big in-depth reporter review. But what if you want to drill down into some information in the existing view that's already here? So what I'm going to do today is I'm going to show you quick filters, which is actually the same icon up here, but it's either here or it's hiding. Let's use this drop down as an example here, filter by. So this is your filter option throughout all of dynamics slash CSIRO. So let's see, I've gone to my billings here, and let's say that you've got a bajillion billings and you want to see all the billings for a specific matter. Now you can click, you can just click and sort from a to Z and then it'll clump them all together. But what if you, you know, what, if you, don't using it an example environment and you actually use this for it, it's intense and to be used for, and you have 300 active matters and 5,000 active billings, and you don't want to have to scroll through until you find, you know, the specific one that you're looking for two ways to do that using quick filters, you can either click up here and you can add a new filter it's already here. So we could add a filter, which would be at a row. And we're going to say, I want to add a filter where the matter equals, uh, and then I can choose from my list here. So we can say for the first matter apply, and then it's going to have all the ones where the matter equals this. Um, you would use this example, if you wanted to add multiple filters that might, maybe you couldn't do here. Maybe they weren't already an existing column. So maybe, um, maybe I wanted to add a filter where the user's email address was something. Now you don't have an email address option in any of these columns here, but you still want to filter where I only want to see it to where the user's email address is. This are the client's email addresses this or something like that. So you would use this option to do filters that aren't already here. You can add as many as you want by clicking here and doing it again. Or we can add a quick filter using an existing column. So we can click here, filter by. And we can say that because it's already in this call and we know that it's the matter equals this. And then it's again, it's going to filter here. So, uh, we can then add, we could have this filter here and then we could continue to add, add other specifications, specifications where maybe the, uh, the retainers getting low or, or anything like that. But you can use these quick filters to Munich populate, existing, um, views that you already have, and then you can clear them out here as well. So that's it just a quick guide to quick filters. If you have any questions, comments, contributions, or concerns, you can click on the little happy Chet smiley box down here on the bottom. Writing KIRO. That'll get you into a chat with me, or you can email me@helpatcarolthreesixtyfive.com. That'll get you an email to me either way. I will get back to you very quickly. And as always, I hope you have a fantastic afternoon.

Did this answer your question?