When you have permission to view data, you can apply filter to quickly locate the information you need, thereby improving your efficiency in reviewing and processing records. For example:
When handling daily after-sales issues, filter data where “Process Status” is In Progress to focus on pending tasks.
When updating customer information, filter orders belonging to a specific customer to assist in customer tier evaluation.
In quarterly stocktaking scenarios, filter data within “This Quarter” to review relevant records efficiently.
How to Set It Up?
1. Tap the filter button on the toolbar.
2. Tap Set Field Filter Conditions, tick the fields you need, and set the filter condition and values for them.
3. After setting it up, tap Filter.
Note:
When multiple filtering conditions are set, you should clarify the relationships between them.
All: Only display data that meets all conditions simultaneously.
Any: Display data that meets any condition.