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Can I filter the followups on …
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Last modified on 2/5/2015 4:13 PM by User.

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Can I filter the followups on a quote to see only one customer? (OASIS for iOS)

Steps:

  • Tap on "Follow-Ups"
  • Scroll to or search for the project you wish to change the specifiers for
  • Select the project by tapping on the search item
  • In the Follow-Ups Entry, tap the "All Customers" button on the header to open the "Select" dialog
  • Select the customer you want to filter to, then tap the "Filter" button in the top-right corner
  • The followups will now be filtered to only show the ones for the customer you selected. To reverse the filter, repeat the same process, selecting "All Customers" in the "Select" window.