Card Filter

Owned by Monica Chand (Deactivated)
Last updated: Aug 28, 2014
  1. Click on Relationships then click Cards
  2. Locate the Filter button on the ribbon line, select the required filter from the drop-down list
  3. Card Filter list view changes to display only orders that meet the filter criteria

Reference

Filter CriteriaPop-up Explanation
All Current Cards 
Current CustomersCards that are ticked Is Customer are filtered
Current SuppliersCards that are ticked Is Supplier are filtered
Others 
All CardsThe system will display a list of all Cards irrespective of the status that is set on that Card
  • 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.