The Filter functionality is a powerful way to sort your data into any subset you could possibly need.
Create as many filters as you need to sort your clients, invoices, quotes, and more into powerful subsets. Set up filters to see which invoices are due this week - proactively chase your debtors! Sort the due quotes by Account Manager to discover who is closing those deals.
Have as many filters as you need to find the information you want.
For further details, go to the Filters topic in the WorkflowMax help centre.