Searching, filtering and sorting your lists
To find something in a list, search for your client's name or email. Bookings, inquiries, contacts, invoices, payments, proposals, contracts and questionnaires all search by the person, and Galleries searches by gallery name.
Searching a list
- Type in the search field beside the page title.
- Pause, or press Enter, and the list narrows.
- Choose the × in the field to clear it.
The search field shows up once a list has something in it. On a phone, tap the magnifying glass to open the search bar, and close it to clear your search. Messages has its own search inside the inbox.
Filtering a list
Filters sit at the right-hand end of the row above the list. Each list has the ones that make sense for it, like Status on invoices and bookings or Type (leads or clients) on contacts. A Currency filter appears on invoices and payments once you've used more than one currency.
Some lists open on active items rather than everything, like Active bookings, Active invoices and Active proposals. If something seems to be missing, switch the filter to the All option first.
A few lists add a tab across the top when something needs you: Needs attention on Contracts, Needs review on Payments and Restricted on Galleries.
Filtering on a phone
- Tap the funnel button above the list.
- Tap a choice under any heading.
- Tap Reset filters to start over.
A number on the funnel shows how many filters you've changed.
Picking a date range
Payments and the finance report show one period at a time, starting on This year.
- Choose the button with the calendar icon.
- Pick a ready-made period, like Last month or All time.
- Or tap a start day and an end day on the calendar for your own range.
"Today" always means today in the time zone set in your profile.
Sorting and pages
Click a column heading with small arrows to sort by it. Click again to reverse the order, and a third time to go back to the usual order. Lists show 20 rows a page, and changing your search, filter or sort takes you back to page one.
If you refresh, go back or bookmark a list, it comes back exactly as you left it.
Frequently asked questions
Can I search by invoice or booking number?
No. Search looks at your contact's name and email. Search for the person, or sort by the number column and page through.
Why can't I find something I know is there?
Check the filter first, because several lists open on active items only. Switch to the All option, then search for your client's name or email.
Can I export a list to a spreadsheet?
No, lists are for reading on screen. For money over a period, go through the finance report, for example with your accountant.
Do filters change what my clients see?
No. Search, filters and sorting only change your own view.