Filtering and Searching On The Clients & Projects Landing Page

Filtering On The Clients & Projects Landing Page

• Navigate to the Projects Tab (i.e. "Clients & Projects" Landing page).
• Click the filter button on the top right of the screen (between the pink "plus" button and the magnifying glass button). 
• Use the filter fields to filter down as needed. 
• Click the "Clear Filters" link to remove all of the filter parameters. 

Searching On The Clients & Projects Landing Page

• Navigate to the Projects Tab (i.e. "Clients & Projects" Landing page).
• Click the magnifying glass button on the top right of the screen.  
• Use the search bar to search for projects and clients with keywords. 
• Click the "Clear Filters" link to remove all of the filter parameters. 

💎 Product Tip: The product takes just a moment to load after inputting a field into one of the filter dropdowns. Please be patient and let it load your selection before making another one.