Advanced Filter Button

The Advanced Filter tab will allow you to set a more refined search for the orders on your homepage.

You will be able to add a line with several field options such as client totals, contractor totals, work order and address and much more. You will also be able to save the filters you have selected and load them later. The upload button can upload excel or csv files to bring up your work orders.

Available Fields

  • WO Status

  • WO#

  • PPW#

  • Client

  • Customer

  • Loan#

  • Report_id

  • Loan Type

  • Mortgagor

  • Work Type

  • Contractor

  • Admin

  • Category

  • Address

  • City

  • State

  • Zip

  • County

  • Create Date

  • Received Date

  • Accepted/Rejected Date

  • Photo Date Stamp

  • Due Date

  • Client Due Date

  • Complete Date

  • Ready for Office Date

  • Invoice Date

  • Client Invoice Total

  • Client Invoice Payment

  • Client Invoice Paid

  • Cont Invoice Total

  • Cont Invoice Payment

  • Cont Invoice Paid

  • Recurring - Next Date Property Frozen

Advanced Filter Date Ranges

When adding a field to your advanced filter that is a Date Field, you have the following options:

1. Operator – select from:

a. Previous

b. Next

c. Current

d. Before

e. After

f. On

g. Between

2. Value – a free type numeric field

3. A variable field, where applicable, to select:

a. Days

b. Weeks

c. Months

d. Years

Saving Column Displays

When saving a Basic or Advanced filter, it will also save only the columns you wished to display as well as how you had the records sorted.