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Quick filters and lists

Tailor and save filters on the overviews in Sapera.

Most overviews (lists) in Sapera can be customized with quick filters, so you quickly see exactly the rows you need.

With quick filters you can choose which columns are visible, and filter on selected columns — for example only sales orders with the status "invoiced". You can save an unlimited number of quick filters per overview and place them as shortcuts at the top of the list so they are quick to access.

See the full walkthrough in the article Quick filters.


Want to know more?

Read more in these related articles:

Using quick filters

Using quick filters

Quick filters

This article walks through how to set up, customize and save quick filters to tailor overviews in Sapera

How to search in lists

How to use the search field in lists in Sapera: free-text search, searching with multiple words, and how a leading plus sign targets the search to one specific field (document number on document lists, product name on product lists). Also explains sorting and column filters.

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