<< Click to Display Table of Contents >> Navigation:  Using The System > Advanced Features > Using Screen Filters > Advanced Filter Options

 

 

Each listing screen has its own advanced filter options due to the different nature of each list.

For example, the Inventory List screen will have in-depth filter options pertaining to vehicles.

The Deals & Quotes list will have some inventory filter options (since vehicles are part of a deal), but the Deals & Quotes list will also have filter options pertaining to the deal, such as a deal date or financing type.

The Customer list tab contains filtering options specific to buyers and contacts. A customer can be a buyer or co-buyer. Most filter fields pertain to an independent customer or contact regardless of how many deals are attached. Co-buyer, deal and inventory filters are only applied to the last deal in which the customer was primary buyer.

Advanced filters are available on the following list screens:

•Deals & Quotes Advanced Filters

•Inventory List Advanced Filters

•Customer List Advanced Filters

 

 

 

Note: The advanced filter works in conjunction with the standard (Quick) list filters. Information from both filters, standard and advanced, are combined to create a single filter within the system. This single filter is then applied to the current list screen. If you are getting unexpected results, make sure your standard filter is not filled with filter criteria you are not expecting to use.