When you review transactions and objects, you can save your filter settings and reuse them. ("Objects" refers to property records, owner records, vendor records, and so on.) Each Breeze user can have their own set of saved filters.
To save filter settings
In this example, we show how to save filter settings on the Properties screen. The process is the same on other screens.
Click the Filters button.
The filter appears.
Complete the filter. In this example, we enter "New York" in the City field.
Click the Save button at the top of the filter.
A screen appears where you enter the name of the filter.
Enter the name and click OK. Breeze saves the filter.
To use a saved filter
Open the filter.
Clicked the Saved Filters button. (The button only appears if there are saved filters.)
A screen appears where you can select a saved filter.
Select the saved filter you want to use.
The filter appears with the settings already completed.
Click Apply. Breeze filters the items on the screen.