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Search and filter vendors

Use the controls above the vendor list to find a record or save a view you return to often.

Before you start​

Open ERP Data in the navigation, then select the vendor segment your company has configured. For example, one company may label this segment Vendors. See Browse ERP data for more about these lists.

The fields available to search, filter, sort, and display come from your company's schema, so they may differ from the examples another company uses.

Search for a vendor​

  1. Select the search box above the table. Its placeholder uses the segment label configured by your company.
  2. Enter a value from one of the searchable fields in your company's vendor schema.
  3. Review the matching rows as the list updates.
  4. Clear the search box to return to the full list.

Filter or sort the list​

  1. Select Filter above the table.
  2. Choose a field, condition, and value from the options shown.
  3. Add another rule if you need to narrow the list further.
  4. Select Sort, then choose the field and direction.
  5. Select Columns to choose which fields appear in the table.

Save a view​

  1. Set the filters, sort, and columns you want to keep.
  2. Select New view at the end of the view tabs.
  3. Enter a name in New saved view name.
  4. Select Create.

When you change a saved view, the Unsaved changes control appears. Select Save to update the view, Save as to create another view, or Reset to discard your changes.

To rename or delete a custom view, select the three-dot control at the right edge of its tab. The control's accessible label is Manage [view name]. Then select Rename or Delete. Clerked's built-in views do not have this control.

What you should see​

Search and filter changes update the rows in the table. A saved view appears as a tab and restores its saved filters, sort, and columns when you select it.

If something goes wrong​

  • If a field is missing from Filter, Sort, or Columns, it may not be configured for that control in your company's schema.
  • If New view is unavailable, reload the page and confirm that the list supports saved views.
  • If a saved view no longer returns the records you expect, select Reset, then check its filters and sort again.

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