Installation Company ERP / CRM


How to Use the Filters in the Enquiry Page

  1. Head to the Main Menu.
  2. Click Enquiries.
  3. Click the filter icon besides the heading you wish to filter
  4. Type in a key word in the empty filed beneath ‘Contains’, or change this to ‘Does not Contain’ if you would like to show all results beside those including the key word.
  5. Press filter.
  6. If you export this list to Excel or PDF this filter will carry through, please click ‘Clear Filters’ in the red banner at the top of the page if you do not wish this to effect your exports.

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