Streamlined Filter Enhancements

26 June, 2024
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Elevate Your Navigation Experience

 

Dive into a world of precision navigation across your accounts like never before. Our latest enhancement brings a sleek, more refined filter functionality to the Invoices, Quotes, and Payments sections, ensuring you find exactly what you need in Formitize - effortlessly and efficiently.

 

What’s New:

  • Intuitive Filtering at Your Fingertips: We've revamped the 'Filters' section, making it even easier for you to navigate through your options and refine your view. Tailor your search with just a few clicks, focusing on the information that's most relevant to you.

  • Your Views, Customized Your Way: Look beyond the basic search. Now, you can set up and save your personalized views. Jump straight to your overdue invoices or those pending quotes with a click - your data, organized exactly how you like it.

  • Data Management, Upgraded: We've revamped the 'Filters' section, making it even easier for you to navigate through your transactions. With a clear, easy-to-use interface, you can now sort and view your data by any field—be it ID, Invoice Detail, Location, Payment Status, and so much more, all tailored to the criteria that matter most to your workflow.

 

We're on a mission to make your Formitize journey smoother, more intuitive, and tailored to your needs. Dive into the new filtering enhancements today and transform the way you interact with your data.