Search & Filtering

The Search field is located at the top of each app:

In the example above, we can see that the filter 'My Quotations' is already applied.

Clicking on the “x” next to the filter will delete it, so all the records present in the database will be displayed without filtering.

If we start to type symbols inside of a search bar, the drop-down options will appear:

It allows us to search by different fields inside of the record.

Filters 

are useful to find data much easier. 

For example, let’s try to find the records for a specific month. We can do this by clicking on the Filters button > Create Date, then we will pick our desired month (f.e. October) > all the filtered Sale orders from October will then appear.

Group By

Records based on certain factors will be grouped. 

As an example, if we try to group sales records by Salesperson, we will see who created which Sales Order, nicely grouped. 

Favorites 

To save our current search combination, we can mark it as a favorite. 

To do so, we can click on the Favorites button > Save current search.

Next, we have the option to use this filter by default or to make it available to all users. We need to choose a name for the filter, and then click the “Save” button. 

Now, we can always access it easily from "Favorites".

Custom Filters 

We can apply custom filters for faster search. To use it we need to select the field which will be set for filtering.

For example, to search by Abandoned Carts or by Customer, follow these steps:

Access Filters > Add Custom Filter, and choose your preferred variable to filter by (in the example variable is “Abandoned Cart”)

While using filters and groupping there can be more then one condition used.