Using Filters
In this lesson, we will cover how you can apply filters to your customer list in order to find specific customers.
Setting up your filters
For a step-by-step walkthrough see below:
1. In the Top Left corner, Click on # Filters Applied to see your filters.
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2. Here you can see what filters are turned on. To remove a filter that is turned on, click the X to the right of that filter.
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3. To turn on New Filters, click the + New.
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4. Here we have all the categories of filters available. If you click on the top one, Customer Status, you can see the options.
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5. The Customer Status filters options are Active and Archived. Simply check the box next to the desired filter.
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6. Click on Repair Status
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7. The Repair Status filters have Active and Archived as well as all the statuses.
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8. All the statuses for customers are shown and you can select the one you wish to see.
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9. You can filter by the user a record is assigned to. You can also filter by teams that are assigned to customers.
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10. You can filter by the Year of the vehicle being repaired.
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11. Finally, you can filter by the make and model of the vehicle.
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12. Once again, you can click on the # Filters Applied in the top left corner to see what filters are applied.
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