Do you have multiple firm locations and would like to see only those specific clients in that location? The Search Criteria Default View option is perfect for that!
This view option is available on any tab that has a Search Criteria such as:
Clients, Projects, Tasks, Documents, and Invoicing
Here's an example with Locations in the Clients tab:
1. Navigate to Clients located the ribbon on the left.
2. Select Search Criteria.
3. Select the filter you would like to default. We will be using Location as an example.
4. You will notice that a Set as Default View button appears on the right side of the screen (see below).
You can have multiple search criteria's selected.
NOTE: The Default View will stay in the current tab until you Reset it. If you decide to log out of your account and re-enter, it will still display the Default View selected.
How to Reset / Remove Default View:
1. Select the blue [Reset] button located on the right hand side on top of the +Add button.