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Monica Chand (Deactivated)

Monica Chand (Deactivated)

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  1. Click on Relationships then click Cards

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  1. Locate the Filter button on the ribbon line, select the required filter from the drop-down list
    Image Added
  2. Card Filter list view changes to display only orders that meet the filter criteria

Reference

Filter CriteriaPop-up Explanation
All Current Cards

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Current Customers

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Cards that are ticked Is Customer are filtered
Current Suppliers

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Cards that are ticked Is Supplier are filtered
Others

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All Cards

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The system will display a list of all Cards irrespective of the status that is set on that Card

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Info
  • All Current Cards is the default filter setting when user first access the Sales Orders module.
  • The last filter setting selected will be saved and defaulted when user next access the module.
  • Mouse-over the Filter button to view the filter pop-up explanation.