Feature Requests
Share ideas, discuss and vote on requests from other users in community
 
This object is in archive! 

Add "Client Group" filter option to Invoice - Quotes - Orders - BillableItems lists

host1164 shared this idea 3 years ago
Under Consideration

When searching through Invoices, etc. in a list, you have the option to add search/filters.

It would be useful to us to have 'Client Group' as a filter option. This would allow us to see, for example, all unpaid invoices for a given Client Group.

The "Client Group" filter may also be useful in other locations where search/filter is allowed - e.g. Quotes, Orders, Billable Items.

Below is the existing search/filter options that are available for Invoices.

9b92a8848181f3dc98b838a839cc6079