COMPAS Go: Filter Options (Video 4.14 Min)

This article has a training video for filter options in COMPAS Go.

In each column in the Quote Details view, users see a small icon. This icon enables users to “Filter” by entering a “Search” word. 

In the Pricing view, using the Filter under Description, allows a user to manage multiple line discounting.  Example: The quote contains P1, P2 and P3 type panelboards. Click the icon, filter by “P1” and all of the P1 panelboards will show allowing a user to add a discount to all filtered lines.

To clear the filter and return to the full view users are to click on “Clear Filter”.

If the quote contains other multiple lines just search for that category using the Filter.