Enhancements to Client filtering in TimeTrak Professional
July 28, 2023 Product Tips,
In TimeTrak Professional from version 22.2.3 the filtering of clients has been improved to allow the ability to filter by multiple Branch’s, Primary Groups and Salesperson columns.
Most column options within the Clients grid in TimeTrak professional only provide the ability to filter by one selection as per below for Lead Provider:
This has been enhanced from 22.2.3 to provide the ability to filter by multiple branches as per below:
As well as multiple Primary Groups as per below:
And finally multiple Sales staff as per below:
This functionality provides the ability for schedulers, admin and management staff to filter clients by these items easily and efficiently.
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