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What is a filter?

Learn about filters and how to use them to narrow down a list.

Nicole avatar
Written by Nicole
Updated over 5 years ago

Each section list has a search bar at the top. You can add specific filters to each search, and nearly all data fields are available as a filter.

To use, click on the search bar at the top of the section list and use the Filter dropdown to add a new filter.

For example, in your Jobs list, you can search for all jobs that have the Job Type of Wedding and have a Job Date of last year.

Once you're done with your changes, be sure to use the purple Actions menu to save your changes to that list. 

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