Method Community

Can you memorized lists and the use them as a filter?

Hi Marcelo11756,

I don't understand what your question is, can you please elaborate and provide an example?

- Ashur

Lets say I have two types of customers, commercial and residential. The software I use now (QXpress) allows you to filter the residential customers, create a list and memorize it.

Then I can use the memorized list to filter anything I want like invoices, estimsates, reports, emails, letter etc.

Currently we don't have anything like that setup in Method, however this may be something that will be possible down the road. If I find out more information about this I'll let you know by updating this thread.

- Ashur