Filters - See which column filtered & Stay filtered when switching tabs

0 votes
35 views
asked Aug 18 in Tuition and Fundraising by seb
1) please make that when a Column is filtered, anywhere in the program, should the heading of this Column change to different color so i can see that something is filtered and also which column is filtered

2) When i filter a column in a grid it should stay filtered even when switching to other tabs or windows! - (many times you filter to a specific criteria and you need to look many times in another tab\window for something related to this line of information, and overtime you switch back you must re-create the filter)
commented Aug 18 by Admin
moved Aug 18 by Admin
The only filters get refreshed, is when reloading the tab reloads the data. (For example, the payment and charges tab).

Please write the use case you have for these filters and we can add a permanent filter. For example, the charge and payments tab have already filters by company, category, period and more.
commented Aug 18 by seb
I had it at few grids. This is example from what i had now:

i am at the grid of Credit cards captured, i want to look in each CC charge where the campaign is "Dinner 2018", so i filter it to this campaign, i open the account of the first name in this filtered grid, i go to his charges and filter the campaign to "Dinner 2018" and see the total amounts of charges and Paid, now i look in the payments and filter to campaign "Dinner 2018", and when i go back to the tab of charges to compare again between Paid and Payments it's already unfiltered and i need to make the filter again. now when i'm going back to grid of Credit card captured to go to the next account who have a cc charged for campaign "Dinner 2019", of course its already unfiltered and need to filter again. so i need to Re-create the filter again and again by each grid, every time i switch from 1 grid to the other.

How can i save this waste of time and work?
commented Aug 18 by Admin
Correct, CC Transactions also gets filtered. Seems like you are looking to filter multiple tabs by the campaign. Will add and post when done.

1 Answer

answered Aug 18 by Admin

Added. You can now have all these tabs that refresh (Charges, Payments and CC Transactions) stay filtered by a campaign.

To use just select the campaign by the campaign tab. By Charges, you need to choose the Charges Campaign option. By Payments you need to choose the Payments Campaign option. By CC Transaction you need to check of Filter by Campaign.

 

 

 

 

 

 

 

 

 

 

 

commented Aug 18 by seb
Thanks. Sounds Great.

What about the second thing i wrote, "when a Column is filtered, anywhere in the program, should the heading of this Column change to different color so i can see that something is filtered and also which column is filtered"?
commented Aug 18 by chaim holtzer
Great feature!! Thanks.

what about same option in tuition charges?
commented Aug 18 by Admin
Tuition already has the period filter.
commented Aug 18 by chaim holtzer
i mean a Charges filter, like Tuition/Transportation/Books/Dinner/Misc

Let's Welcome our New Members

  • RivkyRakow of Beer Hagolah - Dec 10, 2019

  • Yossi M of Congregation Kehilas Belz - Dec 04, 2019

  • Wieder of Talmud Torah Nitra - Dec 04, 2019

  • Faiga of Klausenberg BP - Dec 02, 2019

  • bruchie of bjbp - Nov 28, 2019

  • Mindy of Klausenberg BP - Nov 28, 2019

  • Ohrtorah of Yeshiva Ohr Torah - Nov 27, 2019

  • Sheva of Yaldeinu School, inc. - Nov 21, 2019

  • Singer of Pupa Monsey - Nov 20, 2019

  • S Friedman of CMR - Nov 20, 2019

...