Mobile App filter is important as it helps to either limit or increase the number of information that a mobile user can view whether it is related to jobs, quotes, invoices, or other information depending on the permission levels granted.
The following filters are applicable for Android Mobile App
Quick Filter
1. To apply Quick Filter, tap Funnel icon and choose one from the three options either My Jobs, Not Scheduled, and My Unscheduled Jobs and tap Apply Filters.
Filter by Date and by Status
1. To apply filters by date and by status, tap the Funnel icon and you have the option to tap only specific tabs or perhaps all of the available tabs depending on your requirement. Once done, tap Apply Filters.
Filter by User
1. If you have the permission to view quotes or jobs assigned to other users, you can use Filter by User. To do it, tap your name and tick the box beside the user name with information you want to view and then tap Done.
You have the option to untick your name if you only want to show the information that belongs to that user that you choose. To put it back to displaying your own information, simply repeat the steps but this time, select your name and tap Done.
Advanced Filter
1. Advanced Filter can let you view a wider range of information whether jobs or quotes for a specific period, as well as job types. To enable Advanced Filter, simply slide the button to the right.
In Advanced Filter, you can tap Quotes to display quotes or tap Both to display both Jobs and Quotes. You can also swipe up to see job types and add such filter.
Note: If you still can’t view your jobs or quotes after applying the corresponding filters or even using Advanced Filter, contact your Client Admin to make sure you are granted the needed permissions.
For Admin Clients, go to Administration → Users → click View beside the user name and grant or adjust Permissions and Permission Level.
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