Quick Filters

Introduction

Joblogic’s back office provides a quick filters function which is present on each of the All Jobs, Quotes, Invoices, Purchase Orders and PPM Contracts screens. These filters can be saved against a user's individual account or the overall Joblogic account allowing for regularly used searches to be more easily applied when required. This user guide details how to create and use quick filters within the back office system.

Creating a Quick Filter

This user guide details creating an ‘All Jobs’ quick filter as an example. The same process can be applied in order to create any ‘All Quotes’, ‘All Invoices’, ‘All Purchase Orders’ or ‘All PPM Contracts’ quick filters via their applicable areas.

In order to create a quick filter, navigate to the ‘All’ screen which the filter is required to be created for from the left side navigation menu (Jobs > All Jobs in this example).

Within the filter area of the page, create the filter which is required to be saved as a quick filter.

Navigate to the ‘Quick Filters’ area.

Select ‘Save Filter’.

Within the ‘Save Quick Filter’ window, enter a name for the filter. The filter can be marked as ‘Private Only’ via the tick box meaning that this filter will only save to the user's individual Joblogic account. If not marked, the filter will be available to other user accounts under the general Joblogic account.

Select the ‘Save’ button and the filter will then log under the ‘Quick Filters’ area.

Using a Quick Filter

This user guide details how to use an existing ‘All Jobs’ quick filter as an example. The same process can be applied in order to use any already existing ‘All Quotes’, ‘All Invoices’, ‘All Purchase Orders’ or ‘All PPM Contracts’ quick filters via their applicable areas.

In order to use an existing quick filter, navigate to the ‘All’ screen which the filter is required for from the left side navigation menu (Jobs > All Jobs in this example).

Navigate to the ‘Quick Filters’ area.

Select the quick filter which is required.

The quick filter’s details will then apply within the filter area and produce the search results as per that filter.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Onboarding and Account Management teams can be reached by emailing onboarding@joblogic.com or accountmanager@joblogic.com respectively.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.