<< Click to Display Table of Contents >> Navigation:  Using The System > Basic Features > Deals & Quotes > Deals & Quotes List Filters

 

 

If your Deals and Quotes table is very large, use one of the filtering options to limit the view or search for a particular deal or quote.

Click here to find out how to use the Quick Filters.

Click here to learn about Advanced Filters.

CAUTION!  The items you enter into the Advanced Filter are used in addition to the items already contained in the Quick Filter. If you are getting unexpected results, make sure that the Quick Filter is not filled with filter criteria that is overlapping with entries in the advanced filter.