Searching, Sorting, Grouping, and Filtering Customers

In this article, you'll learn how to filter, sort, and group your listings in Arbor Gold's various screens.

Step 1: Navigate to the Customer tab on the left and click on it.

Step 2: To sort by a particular column, simply click below the column.

Step 3: To filter by a specific salesperson, type their name, e.g., "Seth," in the search bar.

Step 4: Group items by clicking the column button.

Step 5: Click the column grouping and ensure it's turned on. Drag up by the group and release to group. The grouping will be by salesperson.

Step 6: If you remove your filter, you'll see the listings grouped by all the salespersons.

Step 7: Use the filter button at the top right to filter your data.

Step 8: When the filter is on, click the green filter button.

Step 9: To reset the filter, click on the filter and then the reset button.

Step 10: Control which columns you see by clicking the column button.

Step 11: Scroll down and select the columns you want to see. For instance, to see the tax level, click on tax level.

Step 12: Click the column button again and select Export to Excel to export the list to Excel.

That's it! You've now learned how to filter, sort, and group your listings in Arbor Gold. This method applies to not only the customer screen, but also other listing screens.

In this article, you'll learn how to effectively use the search bar located at the top left of your screen to quickly find customers, jobs, and sites.

Step 1: Locate the search bar at the top left of your screen.

Step 2: Start typing in the search bar. If you're in the customer search, which displays customers on the left, you have several options for searching.

Step 3: Type in a phone number to find all entries associated with that number.

Step 4: Enter a customer ID to find a specific customer.

Step 5: Type in a customer's name, either first or last, to find their profile.

Step 6: Enter an address or email to find all customers associated with that information.

Step 7: Remember, you're not limited to searching for customers.

Step 8: Try searching for different objects.

Step 9: For instance, you might want to search for jobs.

Step 10: Type in the job name, site, or PO number to find and open a job directly.

Step 11: Next, try using the site drop down to search.

Step 12: You can search for site name, address, contact site, contact email, city, and district.

Step 13: Lastly, try searching by invoice number.

These search methods provide direct links to help you navigate the product quickly and efficiently.