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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.
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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.
