The searches or filters that you create using the Advanced Filter panel can be saved for future use and can also be set to be private searches so that no one else can use them.
You cannot save searches or filters that you carry out directly on columns on a record list or enquiry screen.
Our example below take you through saving a search on a record list and an enquiry screen, but you can follow the same steps on any other record list or enquiry screen.
Save a search in Customer Records screen.
Click Debtors and then click Customers.
All customers are displayed for you.
Click on the green funnel icon on the top right hand-side of the screen to open the Advanced Filter panel.
On the Advanced Filter panel click the drop-down on the field that you wish to use for your searching and once you have added your search criteria, at the bottom of the Advanced Filters, click on the Save and Apply button.
The Name field is mandatory, while the Description field is optional.
The Private to me checkbox is selected as default, so if you wish to save this search as a private search, leave the checkbox selected, otherwise deselect the checkbox leaving the search to be available for anyone in the database, and click Save.
The Customer Records screen display is refreshed to only show data that matches your search criteria and your search is saved.
To access your saved searches, click on the drop-down arrow on the Saved Filters field found at the top right hand-side of the screen. All of your saved searches are listed for you.
You can type in the first few characters of your saved search to narrow down the selection list.
Save a search in Sales Transactions Enquiry
Click Debtors then click Sales Transactions.
All sales transactions are displayed for you.
Click on the green funnel icon on the top right hand-side of the screen to open the Advanced Filter panel.
Click the drop-down on the field that you wish to use for your searching and once you have added your search criteria, at the bottom of the Advanced Filters, click on the Save and Apply button.
The Name field is mandatory, while the Description field is optional.
The Private to me checkbox is selected as default, so if you wish to save this search as a private search, leave the checkbox selected, otherwise deselect the checkbox leaving the search to be available for anyone in the database, and click Save.
The Sales Ledger Enquiry screen display is refreshed to only show data that matches your search criteria and your search is saved.
To access your saved searches, click on the drop-down arrow on the Saved Filters field found at the top right hand-side of the screen. All of your saved searches are listed for you.
You can type in the first few characters of your saved search to narrow down the selection list.