Is it possible to filter documents per client name like we do per our department &
Many thanks!
possibility to filter per client suggestion Résolu
Anonyme
21 novembre 2017 14:13:26
Réponse:
Hello !
Yes you can show in the documents list only the documents of one client only. For that you have 2 ways of doing so:
- from the client page : go to the clients list, click on the name of the client and you will see on the bottom a button "View all invoices"
- from the documents list: type the name of the client in the field "Enter keyword or number" of the search module (on the left of the list) and click on the button "Search".
Commentaires
Justine
Yes you can show in the documents list only the documents of one client only. For that you have 2 ways of doing so:
-
from the client page : go to the clients list, click on the name of the client and you will see on the bottom a button "View all invoices"
- from the documents list: type the name of the client in the field "Enter keyword or number" of the search module (on the left of the list) and click on the button "Search".
Please feel free to contact us back if you need more info.Best regards
Justine
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Service clientèle +33 (0)4.83.58.10.20
info@vosfactures.fr
21 novembre 2017 15:50:13