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:

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1. In the Top Left corner, Click on # Filters Applied to see your filters.

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.

3. To turn on New Filters, click the + New.

4. Here we have all the categories of filters available. If you click on the top one, Customer Status, you can see the options.

5. The Customer Status filters options are Active and Archived. Simply check the box next to the desired filter.

6. Click on Repair Status

7. The Repair Status filters have Active and Archived as well as all the statuses.

8. All the statuses for customers are shown and you can select the one you wish to see.

9. You can filter by the user a record is assigned to. You can also filter by teams that are assigned to customers.

10. You can filter by the Year of the vehicle being repaired.

11. Finally, you can filter by the make and model of the vehicle.

12. Once again, you can click on the # Filters Applied in the top left corner to see what filters are applied.