Filters explained

Filters help you find the data you need based on specific criteria. Here, find out how filters work on different TaxDome pages and how to make the most of them.

Filters at a glance

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, and more.

Here is what you should know about how filters work in TaxDome:

• You can apply as many filters as needed to fine-tune your results.

• Filters are automatically saved, even if you leave and reopen the page.

• The filters you create and the filters your coworkers create don’t overlap.

• You can save filter selections as a preset to apply them with a few clicks rather than setting up the same filters each time.

TaxDome currently has three filter versions. Find out where you can see them:

• 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 is available on the Accounts page.

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

  • Contacts

  • Organizers

  • Proposals

  • Jobs

  • Tasks

  • WIP

  • Payments

  • Client account notes

  • Activity Feed

  • Transactions

  • Marketplace

  • Invoices

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

  • Docs

  • Communications

  • Job recurrences

  • Time entries

  • Chats

  • Email

  • SMS

  • Inbox+ notifications

  • Wiki-pages

  • Calendar

  • IRS transcripts

Filter presets

Note

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

Filter presets let you 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, and approvals.

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

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