Filtering

You can view the full list of all Deals in the Cases menu. Go to: CDESK -> Administration -> Cases(projects). A list of all deals will be shown.

You can use variety of filtering options to filter from the shown list. In case you do not see the filtering options at the top of the page, click the small upper arrow to expand the filtering panel.

You can filter the list by any shown criteria. Just fill in the field you want to filter by and click the button Search.

You can save your current filtering options by expanding the lower arrow and clicking the "+" button. Type in the name of your custom filter, choose the color and click the Save filter button. Your current filtering settings will be saved into your own colored button with chosen name. Next time you will need to use the same filtering criteria, you just click this button instead of filling the fields manually.