Plannit's grids / lists offer filtering options to help you organize information in the way that suits your needs, to help you manage your operations, analyze your sales, create routes, and more.
Things to know about filtering the information you're looking for in grids include:
Where can you find the filter options
You can find the filter options to the right of the search bar in each of the job, visit, quote, invoice, contact, route and planner grids (see agenda view) as follows:
Upon clicking on it, a window will open with options to chose from for your selection.
Adjusting the column display in each grid
Customize the display in your grids for access to the information that's important to your operations. Before filtering the information you're looking for, adjust the display in each grid as follows:
Click on "View" on the right to open the window
Click in the boxes to select the columns you wish to access
Click on the arrows to arrange the column in ascending or descending order
Click on the lined square to the right of the column for additional customization options.
Adjust the number of items on each page
TIPS: you can move the columns by clicking on the column header and moving the mouse left or right |
Using the filters window
Although the fields are different from one grid to another, the way you use the filters is the same in every grid.
Here are some examples of fields you can select to sort your information:
Job list filters
Visits list filters
Filtering with labels/tags
For more advanced searches using multiple tags, refer to: How to filter multiple tags in the same search