FLOBOT extra filters.

You may already know that you can use filters in Advance order search and Advanced financial search in Flobot for specific criteria, like department, order type, only show orders for this owner, field team type, field team members, only show orders etc. But did you know that now you can also use filter categories for County and Customer type?

Getting started:

To use County filter on Orders,

  1. Go to Orders.
  2. Click the three-dot actions menu icon and select Advanced order search. Screenshot (72)
  3. In the County filter section enter the county of the order that you want to filter.
  4. Select a date range from the date picker below or leave it as it is.
  5. Click searchScreenshot (73)

To use Customer type filter on Orders,

  1. Go to Orders.
  2. Click the three-dot actions menu icon and select Advanced order search.
  3. Select a Customer type you want to filter from the drop-down menu.
  4. Select a date range from the date picker below or leave it as it is.
  5. Click searchScreenshot (77)

To use County filter on Financial,

  1. Go to Financial.
  2. Click the three-dot actions menu icon and select Advanced financial search.
  3. In the County filter section enter the county of the order that you want to filter.
  4. Select a date range from the date picker below or leave it as it is.
  5. Click searchScreenshot (80)

To use Customer type filter on Financial,

  1. Go to Financial.
  2. Click the three-dot actions menu icon and select Advanced financial search.
  3. Select a Customer type you want to filter from the drop-down menu.
  4. Select a date range from the date picker below or leave it as it is.
  5. Click searchScreenshot (79)