Documentation:UserManual/Interface/InterfaceFilter
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[edit] Filters
Filters and actions allow the user to select or deselect contents of the open file. Some of the possible actions are postings of SMS, mail merge, mass mailing, etc.
[edit] Controls
- Search
- Field in which you introduce your search.
- On field
- Name/Number research according to the following data: VAT, name, identity.
- Select
- While clicking on this control, you select all the lines intented to an action.
- Deselect
- You deselect the choosen fields.
- Filter
- Select ALL or NOTHING.
- Actions
- The actions are defined according to the file location. The partner file actions won't be the same as the invoice file actions.
[edit] Notes:
Once the lines are selected and sent to an action, they are deleted from Filter field. Only lines 'not selected' are still on the screen.
| Documentation: UserManual | ||
| ← Exporting data | Filters | Attachments → |



