Filters | Set default filter

Filters | Set default filter

Question:

Is it possible to set a default filter on the system?

I would like to apply a default filter to display all the non-on hold or active debtor accounts in the system. 


Answer:

Yes it is possible in version 2024.1.0.0.

The operator will have the option to set the default filter or clear the default filter. 


Note:

This can be applied to existing filters as too.

Anywhere where there is a filter in the system this can be applied to. 


Steps:


Navigate to Debtors -> Maintenance.


Click on the Filter button below. 


Select the ONHOLD field or column and set the filter to equals.


Type in N. 


Once applied, the system would have filtered for the active accounts on the system. 



Save the filter, by clicking on the Save filter button and type in the name Active accounts. 


Click on the Apply button once done. 


Navigate to the top right hand corner, where all the filters are displayed and right click on the filter. 


Select the option Set As Default Filter. 


The system will set the font to Italic when completed. 



To remove the default filter right click on the filter in the right hand corner. 


Select the filter that should be deleted. 


Right click on the filter and click on Delete Saved Filter. (This function will delete the filter permanently.)


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