CRM (Basic): Filter Templates

Save time and improve your efficiency by filtering your lists—accounts, contacts, jobs, tasks, invoices, payments, time entries, or Inbox+ notifications—so that they show only what you need to see. You can apply as many filters as needed to fine-tune them.

Save time and improve your efficiency by filtering your lists—accounts, contacts, jobs, tasks, invoices, payments, time entries, or Inbox+ notifications—so that they show only what you need to see. You can apply as many filters as needed to fine-tune them.