
Over time, as you use the program, you may find that inactive customers (or items, or anything) are being displayed along with your active customers, and possibly making finding a particular customer more difficult. Creating a default filter to display only the active customers would be one way to solve this issue. Default filters are filters which are automatically applied when you open the list.
In the above image, you see the Customer List with an automatic filter (Default) applied to show only the active records. You can also see the Clear Filter button is active. We provide many default filters, but you can edit them or create your own. In order to create your own Default filters, simply name the filter “Default” when saving. Each user may have their own Default filter, or you can make a public Default filter.
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