Search, filter, and sort firm data

Firm staff, practice managers, and administrators can use search, filtering, and sorting to navigate high-volume client rosters, pipeline boards, invoice registers, and task queues.

The search box in the top navigation bar is a quick-jump shortcut list, not a search across your client, job, invoice, or task records. Press Ctrl+K (Cmd+K on Mac) to jump to it. As you type, it matches against a fixed set of navigation shortcuts — Contact Add, Contacts List, Individual Add, Individuals List, Business Add, Businesses List, Group Add, Groups List — filtered to the ones your permissions allow, and takes you straight to that page. It does not return client names, invoice numbers, job titles, or task titles.

Module-level search

Each primary module table (such as Clients, Invoices and payments, or Tasks and subtasks) has its own search input. Type a keyword to narrow the visible rows to that module’s records.

Filter each module’s list

Every module list uses the same filter mechanism: quick filters as one-click shortcuts above the table, and a filter bar where you add a specific condition that appears as a chip and narrows the list until you remove it. Select the filter control in the action bar (its placeholder text differs by list, such as Add a filter or Add Filter or Search) to build one: choose a field, then an operator for that field (such as Equals or Contains), then the value to match. Once set, it is added as a chip; select the × on a chip to remove that condition. A field marked required for that list — such as the date range on the Payment Transactions report in Insights and reports — always has a chip and cannot be removed, only changed. The fields available differ by module, so use each module’s own article for the specifics:

Clients — status, tags, account manager, assigned member, business type, marital status, date of birth, and created date, plus quick filters like My Clients or Active Clients.
Jobs and pipelines — the Jobs list filters by pipeline, client, status, priority, stage, assignees, and date ranges, plus quick filters like My Jobs and Overdue.
Invoices and payments — invoice number, client, dates, amounts, payment status, invoice status, retainer flag, and account manager, plus quick filters like Due Today and Overdue.
Tasks and subtasks — priority, interaction, task status, tags, assignees, client, and a date range.
Time Sheet — tags, date range, billable time, and client.
Employees — name, email, phone, gender, status, and date of birth.

Filter by part of a birthday

Contacts, individual clients, and employees each have a date of birth filter that can match on the month, day, and year separately, so you can find everyone born in a given month or on a given day regardless of birth year — not only a specific date range.

Filter the Pipelines board

The Pipelines board under WorkFlow — the stage-column view of jobs — is separate from the Jobs list and has a smaller, different filter set: a text search, a year dropdown, a date range picker, and a client selector. It does not have the assignee, priority, or stage filters that the Jobs list has; use Jobs and pipelines for those.

Sort table columns

Sort by one column

Sortable column headers show a pair of small arrows. Select the up arrow to sort ascending (A-Z, oldest first, lowest amount) or the down arrow to sort descending. Columns without arrows cannot be sorted.

Sort by more than one rule

When one column is not enough — for example, account manager first, then due date:

Select Sort in the action bar.
Choose a Column.
Choose Ascending or Descending.
Select the plus icon to add another rule. Select the trash icon beside a rule to remove it.
Drag a rule by its handle to change which rule applies first.
Select Apply.

Select Reset All in the sorting window to clear every rule and return to the default order.

Save a filter for reuse

Save a set of filter chips when you apply the same filters often, or when your team should start from the same view. A saved filter belongs to one list: a filter saved on Individual is not available on Business.

Saved filters are available on many lists, including Individual, Business, and CRM under Clients, and Lead and Lead V2 under Leads and prospects.

Save the filters you have applied

Apply the filters you want, so they show as chips in the filter bar.
In the action bar, select the floppy-disk icon (Save Filter). It appears only while at least one filter is applied.
Enter a Filter name. Use a different name for each of your saved filters on the same list.
Under Visibility, choose Only for me or Global. A Global filter can also be applied by other people in your firm, but only you can update or delete it.
Check the conditions under Currently applied filters, then select Save Filter.

Assisterp applies the new saved filter right away and shows its name as a chip in the action bar.

Apply, update, or delete a saved filter

In the action bar, select the bookmarks icon (Saved Filters).
Find the filter by name. Each entry also summarizes its conditions.
Select Apply to filter the list. On the filter that is currently applied, the button reads Remove; select it to clear the filter. You can also select the × on the filter’s name chip in the action bar.
To change a filter you saved, select Update. You can rename it, change its visibility, or tick Replace saved filters with currently applied filters to swap its conditions for the chips now on the list. Then select Update Filter.
To remove a filter you saved, select Delete, then confirm under Delete Filter.

A saved filter you applied stays applied for you on that list until you remove it.

Your filters and sorting are remembered

Assisterp also keeps the filters and sort rules you last applied to a module in your browser and restores them the next time you open that list, so a list can open already narrowed and sorted. If results look incomplete or in an unexpected order, clear the filter chips or select Reset All in the filter or sorting window before assuming records are missing.