Filters of the Records dashboard tab
The Records dashboard tab has many filters that can help you to easily find records.
After you find the records, you can change the data of some or all of the records. The Records dashboard tab shows filters that are applicable to the record type that you select. For example, if you select the Address record type, ezyVet shows filters that include the address and post code. Or if you select the Invoice record type, ezyVet shows filters that include the approval date and payment terms.
Record filter rules
- All
- Any
- Excluding
| Section | Function |
|---|---|
| All | ezyVet only shows records that agree with all of the filters that you add in this section. For example:
Result: ezyVet shows only approved invoices of the salesperson Christina Langley. (ezyVet does not show unapproved invoices of the salesperson Christina Langley.) |
| Any | ezyVet shows records that agree with one of the filters that you add in this section. For example:
Result: ezyVet shows:
|
| Excluding | ezyVet ignores records that agree with the filters that you select in this section. For example:
Result: ezyVet shows all approved invoices of salespersons who are not Christina Langley. |
Saved filter sets
You can add many filters in each Any, All, and Excluding section of the Records dashboard tab. Many filters can help you find records with very good precision. After you add the filters, you can make a saved filter set. A saved filter set is one set of filters that you can easily select and use to find records. The next time that it is necessary to find the same records, you can select the saved filter set. Thus, it is not necessary to manually add the same filters to the Records dashboard tab again and again.