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How to Save a Custom Docket Filter - Web View

This article will walk you through the steps to Save a Custom Docket Filter on your Docketbook web browser.

1. In the Docketbook web app, go to Dockets, click the filter icon, and then choose Customer Name.

Filter 1

2. You can then type in the Customer Name, then select Saved Filters then + Add Filter

Filter22

3. Name the filter in a way that clearly describes what it will automatically display. In the example below, we have named it New New Dockets. Then click Save Filter.

Filter 3

4. Whenever you need to quickly view only dockets for the certain customer, click Saved Filters and select your Saved Filter.

Filter 4

 

For any further help, please contact support@docketbook.com.au