How do I Filter Projects and Documents?

Using Filters to Manage Projects

If your account contains a large number of projects, you can use filters to narrow down the list and focus on projects relevant to your task. This guide explains how to use the Filters section on the Projects tab effectively.

Basic Filtering Options

The system allows you to limit the results by selecting options in the dropdown boxes. For example, you can filter by the following fields:

• Project Type
• Status
• Contact Attempts
• Documents
• Document Status
• Owner

Multi-Select Filtering:
With the exception of Project Type, all filters support multi-select. This means you can choose multiple criteria at once to refine your results further. For example:

• To see projects that are both Scheduled and Installed, select both statuses in the filter dropdown.

Document Filter:
The Documents filter helps you locate specific projects, such as those that include an EIC certificate or other document types.

Advanced Filtering Options

For more precise filtering, you can enable the Advanced Filters checkbox. This allows you to filter projects using:

1. Event Filter Type:
   Narrow down projects based on specific event types.

2. Event Filter Date Range:
   Focus on projects within a particular date range.

How to Apply Filters:

1. Go to the Projects tab.
2. Open the Filters section.
3. Select the desired options from the dropdown boxes.
4. (Optional) Check the Advanced Filters box to use additional filtering criteria.
5. Review the filtered results to locate the projects relevant to your task.

By leveraging the filters and advanced options, you can efficiently manage and isolate projects, saving time and improving productivity. If you encounter any issues or need assistance, please contact support.