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How do filters work across the Kolleno platform?
How do filters work across the Kolleno platform?
Ron Danenberg avatar
Written by Ron Danenberg
Updated over a week ago

Kolleno has various filters across the dashboards. Filters are saved per user, not per the account in general.

In the following dashboards, the filters are persistent i.e. they will remain unchanged when you switch between customers or dashboards.

  • Customers dashboard

  • Invoices tab in a customer profile

  • Invoices dashboard

  • Task manager both tasks tab and reminder tabs

Filters are not persistent in the invoices tab in the tasks manager or in any of the “Assign Customers” modals.

If you have any questions, please contact our team at support@kolleno.com.


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