Using Filters on Customer and Supplier Lists

Learn how to apply and save filters specific to customer or supplier lists to save time when browsing the records.

Tip:
Having to browse through large amount of records can be time-consuming. Using filters will allow you to display only the records relevant to you, and saving the filters will prevent you from repeating the operation. Filters can be applied to various kinds of lists.
  1. Go to the Customers page.
  2. Open the Customer and Supplier Filters list, then copy the filter corresponding to your company and paste it in the Customer filter above the list.
    Only customers of your company and intercompany customers are now displayed.
  3. To save the filter:
    1. Click Saved Filters > Save Filter.
    2. From the Save Filter pane, select Save as new filter, then enter a name and add a note.
    3. Click Save.
  4. If you want the records to be filtered by default when opening the page:
    1. On the right side of the page, click > Filter Settings.
    2. On the Filter Settings page, under Startup behavior, select Use filter, and Saved filter.
    3. Select the filter from the drop-down list.
    4. Click Close.
  5. Repeat the process for the Suppliers page.