How to Filter Projects, Quotes and Orders on Surefront

The filter function is now available in Project Quotes and Orders. Select either Project Quotes or Orders. Click Add Filter. Type in a field. You can say is or contains. And you can say add. Once you are done and you don't want to add any more filters, you can click Apply. In this view, you can see the different quotes that have the word green in the color. If you want to change views, you can change to a card view to see the actual individual quote that has the item. You can then click on the individual item to see the product details. If you'd like to remove the filter, you can click on the X next to the filter, and then once all filters are removed, click Apply.