New Filters + attach Files to Notes

New Filters

I’m glad to let you know a bunch of new filters are now available:

(1) You can filter customers by any range of balance total/due/overdue:

(2) Filter by contact names belonging to a Customer. For example, if you remember ‘John Doe’ you can find out which customer he works for.

(3) Customer Portfolios: multi-select + filter by customers unassigned to any portfolios.

(4) Strategies: multi-select + filter by customers unassigned to any strategies.

(5) Strikes: multi-select which strike level a customer is part of:

(6) All these filters are also available when selecting customers to strategies and portfolios.

(7) On the Invoices screen, there is now a “Balance remaining” filter:

Attach files to Notes