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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.

Image:action_filtre1.png

[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
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