Quick Filter options are located at the bottom of the Deals and Quotes screen, and the Inventory List screen.
➢These allow you to view only those deals you want to see by entering selection criteria.
➢For example, you may only be interested in viewing or printing deals made between two dates and for a specific bank. Enter criteria into some or all of the entry boxes.
➢Some of the fields have drop down menus with a list of possible selections for that filter.
Entering Dates
➢When entering dates manually, enter them in the format of mm/dd/yyyy.
➢Should you enter only one date, the other date will assumed to be open ended.
➢Date fields have calendar buttons that enable a pop up calendar. You can scroll through the calendar to select a date.
➢You may also add or subtract days to a date that has already been entered by pressing the + or - keys.
When you have entered all of your desired filter criteria, click the Apply Filter button.
The listings on the screen will show only the items which match the filter criteria. A Filter On box will also be displayed.
To turn off your filter, click the Clear Filter button.
Note: When the Filter On box is displayed, the inventory is being filtered by the criteria entered. This box acts as a visual marker to let you know a filter is currently being applied. If you notice that your screen does not display all of the data you expect, you may want to check and see if the Filter On is displayed.