Throughout the CoreBridge system, you will find a Filter icon located in the top-right corner of many screens. This tool is designed to help you quickly find exactly what you need without having to scroll through long lists. Regardless of which part of the system you're in—whether it's managing orders, reviewing invoices, or looking up customer records - the filter functions the same way. Learning how to use this tool effectively reduces time spent scrolling through irrelevant information, making your workflow more efficient across the entire platform. This article will show you how the Filter icon functions using Orders as an example.
To begin, navigate to Sales / Orders.
1. Click the Filter icon.
a. The information fields, dropdown, and checkboxes help you decide what information to provide in order to narrow down your search.
Note: These options will vary depending on where you are in the system, however, the functionality remains the same.
b. Clicking this icon will pin the filter. This means the filter will remain in place even if you move off this screen.
Note: Clicking on the pin icon again will remove the pin.
c. Clear Unpinned will remove all of the filters except those that have been pinned.
Note: This option is located in two places.
d. Clear All will remove all filters, including those that are pinned.
