Orlando
Intuit Alumni

cog.png - Launches Add / Edit Custom Views

2021-01-02_12-16-12.png - Missing Client Info

2021-01-02_12-16-20.png - Tax Import Download Status

2021-01-02_12-16-29.png - Financial Institution Download Status

2021-01-02_12-16-39.png - Locked Status (True / False)

 

pin.gif - When you hover over any column,  a Funnel shows up .. 

Click on it to launch our Filter View, which you can use to filter what shows up. 

2021-01-02_12-18-31.png

The Filter Values screen is a convenient place to do "Equals" type filters.  You can use "Filter Rules" for more advanced filtering, like "Not Equals", "Contains" or "Unique".  Click outside the filter dialog to lock it in and see the results.   When a filter is enabled, you'll see it at the bottom of the homescreen.

2021-01-02_12-19-04.png

Click the X to delete the filter, or uncheck to temporarily turn it off.  

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