Lists in Fexa are your one click source for the things you want to see! You can create your own custom lists to filter by priority, category, status and more.
Lists can be created on the Work Order, Invoices/Quotes, Vendor, Client, and more grids.
Note: Lists are limited to export only 1000 rows.
New Filters: Transaction Data filters on Invoice/Quote Lists
How to Create a List
Steps for Creating a List
- In the navigation menu, click on the topic you would like to create the list for.
- Click on create list.
- Enter in a List Name to describe the items that will be listed.
- Choose from the options to decide how to filter your list.
- Click on Save Filter.
- This will pull up the current list that matches your requirements and will be available to choose from whenever you need it. You will not need to create this specific list again.