Filter: Übersicht

Mit Hilfe von Filtern können Sie die gewünschten Daten anhand bestimmter Kriterien finden. Hier erfahren Sie, wie Filter auf den verschiedenen Seiten von TaxDome funktionieren und wie Sie sie am besten nutzen können.

TaxDome Filter, erklärt

Filters are a tool for quickly finding the information you need by applying specific conditions. For example, you can create filters to view accounts with specific tags, find invoices assigned to a certain team member, etc.  Here are the main things you should know about how filters at TaxDome work:

• Sie können so viele Filter wie nötig anwenden, um Ihre Ergebnisse zu verfeinern.
• Filter werden automatisch gespeichert, auch wenn Sie die Seite verlassen und erneut öffnen.
• The filters you create and the filters your coworkers create don’t overlap.
• Sie können Suchfilter für bestimmte Kriterien als Voreinstellung speichern. So können Sie sie mit wenigen Klicks anwenden, anstatt jedes Mal dieselben Filter einzurichten. 

Wir arbeiten ständig an der Verbesserung der Filter, um sie so bequem und flexibel wie möglich zu machen. Im Moment können Sie unter TaxDome drei Versionen von Filtern finden:

Finden Sie heraus, wo Sie sie sehen können:

• Enhanced one-click filters. Add, modify, or delete filters, including selecting the operator (any of, all of, and more) directly from the list without leaving the page. Clear all applied filters in one click, if nothing was found.

  This filter version works for the Accounts page.

• One-click filters. Add, modify, or delete filters directly from the list without leaving the page. This filter version works for the following pages (click to find out details about available filters):

  • Kontakte

  • Veranstalter

  • Vorschläge

  • Aufträge

  • Aufgaben

  • WIP

  • Zahlungen

  • Anmerkungen zum Kundenkonto

  • Aktivitäts-Feed

  • Transactions

  • Marketplace

• Old filters. Available by clicking the Filter button at the top right of the page. This filter version works for the following pages (click to find out details about available filters):    

  • Dokumente

  • Auftrag Wiederholungen

  • Rechnungen

  • Zeitangaben

  • Chats

  • SMS

  • Inbox+ Benachrichtigungen

  • Wiki-Seiten

  • Kalender

  • IRS Abschriften

Wie zu verwenden:

Since enhanced filters are being implemented around the system, here we include detailed descriptions of how both versions of one-click filters work. The old filters are described in a separate article .

• Verbesserte Ein-Klick-Filter

• Filter mit einem Klick

Verbesserte Ein-Klick-Filter

So verwenden Sie erweiterte Ein-Klick-Filter:

1. Go to the Accounts page.

2. Click the Filter at the top left.

3. Select the parameter that will be filtered (e.g., Tags), then select the parameter values with checkboxes (e.g., New clients, 1040, etc.).

4. Choose operator or select date range. 

Date ranges

For date-related filters (Last login, Date created, Date updated, Date, Imported at), you can choose how dates are displayed: either relative to today or using the standard calendar week. Use the Calendar ranges toggle to switch between these options.

Operators

For non-date filters, logical operators define how multiple values are handled:

• Any of – returns results that match at least one of the selected values (logical OR).

• All of – returns results that match all selected values (logical AND).

• None of – excludes results that match any of the selected values (NOT OR).

• Exclude all selected – excludes results that match all selected values (NOT AND).

Einträge, die den angegebenen Parametern und Selektoren entsprechen, werden auf der Seite gefiltert. 

You can add as many filters as you like to get a specific segment of your audience. If nothing was found, use Clear all to quickly delete all filters and start over.

Filter mit einem Klick

So verwenden Sie Ein-Klick-Filter:

1. Go to the page where one-click filters are available, e.g., Proposals & ELs.

2. Click Filter at the top left.

3. Select the parameter that will be filtered (e.g.,  Status), then select the parameter values with checkboxes (e.g., Signed, Pending).

4. Choose operator if present: 

• Compliance: Is (to include matches), is not (to exclude matches), is empty (to include entities for which the value was not set), is not empty (to exclude entities for which the value was not set). 

• Amount: Is equal to, is greater than or is less than (a number for comparison should be specified).

  You can filter by any parameter several times using different operators for each. Once you’ve selected a filter, the list is narrowed down accordingly. The selected filters are shown at the top-left corner of the list. You can easily change the filters by adding or deleting them. Or, reset all filters by clicking  Edit, and then Reset.

  

  When using a filter with several parameter values (e.g., the Tags parameter with Tax and Bookkeeping values), you can click Edit to select which logic should be applied (OR or AND). Then, choose from the following options: 

• Wenn Sie Alle auswählen, müssen alle Filterwerte übereinstimmen.

• Wenn Any ausgewählt ist, muss mindestens ein Filterwert übereinstimmen.

  

Presets or Favorites

Filters that use four or more parameters take time to create. Filter presets allow you to save your most frequently used filter selections so you don’t have to start from scratch every time. For example, by saving presets, you can quickly find high-priority jobs with the due date set for the last week or clients with pending items, such as signatures, organizers, approvals, etc.

Save filter presets

Hinweis

Presets/Favorites are available for pages with Enhanced one-click and One-click filters.

Once you’ve added your filter selections, click  Edit, give the filter preset a name at the top left of the sidebar, and then click Save and apply.

The saved preset will be displayed on the page you created it from under the Presets/Favorites link. When you open the Presets/Favorites list, you can edit the preset, make it public, duplicate it or delete it. 

Laufende Arbeiten

All filter templates previously saved within old filters are migrated to Presets/Favorites.

Apply filter presets

1. Go to the page where you created the filter preset.
2. Click Presets/Favorites and select the needed one from the list. 

Wenn Sie auf die Vorlage klicken, wird sie auf die Einträge angewendet. 

Edit filter presets

1. Open the Presets/Favorites list, then click three dots next to the preset you want to change.

2. Click  Edit. 

3. Change the filter preset and click Save. 

Die Filtervoreinstellung wird angewendet, so dass Sie die Ergebnisse sofort sehen können.

Share filter presets with the team

Wenn Sie der Meinung sind, dass Ihre gespeicherte Filterauswahl für Ihre Teamkollegen hilfreich sein könnte, geben Sie die Filtervoreinstellung weiter. 

Hinweis

Public filter presets can be created and deleted by a firm owner, admin, or employee with access rights to manage public filter templates.

1. Open the Presets/Favorites list, then click three dots next to the template you want to share.

2. Click Make Public or Share filter with team members. The preset will be shown in the list for all your team members.

In Enhanced one-click Filters you can also turn on the Share filter with team toggle while editing the filter.

Voreinstellungen duplizieren

Wenn Sie eine Filtervorgabe auf der Grundlage einer bereits vorhandenen Vorlage erstellen möchten, können Sie die Vorlage einfach duplizieren, alle erforderlichen Änderungen vornehmen und als neue Filtervorgabe speichern. 

1. Open the Presets/Favorites list, then click the three dots next to the preset you want to duplicate.

2. Click Duplicate/Save a copy.

After this, you can add all the changes you want in the sidebar. To save the duplicate template, give the new filter preset a name, then click  Save and apply.

Filtervoreinstellungen löschen

1. Open the Presets/Favorites list, then click three dots next to the preset you no longer need.

2. Click Delete.

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