Filters appear in many Upsales screens. Here are some use cases and features.
- On the right side of your screen, you can see how many filters are active:
- Filter appears when no filters are active:
- You can toggle to show all filter options, or just the filters that are applied:
- To clear all active filters, click the Trash icon:
- Scroll down the filters and you can also save or share a list:
- Add a name, description, and which users and roles to share with:
Multi-select
You can also use the multi-select to make multiple updates to your filtered data. Tick the box at the top of your data:
A pop-up appears for you to choose which edits to make:
