Search, Sort And Filter

Search, Sort And Filter

1.1 Search (Ctrl + K)

Search Bar
Used to quickly find quotations by:

  • Quotation number (example: FY-412-2025-26)
  • Party name

Behavior:

  • Real-time filtering
  • Does not change data, only the displayed list

1.2 Sort Option

Sort Icon

Clicking the Sort icon opens sort options.

Sort By:

  • Creation date
  • Modification date
  • Quotation number
  • Due date
  • Amount
  • Party name

Order:

  • Ascending
  • Descending

What Happens When Sort Is Applied?

The system:

  • Reorders the quotation list
  • Does not modify any quotation data
  • Only changes the display order

1.3 Filter Option

Filter Icon

Clicking the Filter icon opens a right sidebar.

Filter options can include:

  • Person name
  • Organization name
  • Created date
  • Item
  • Amount
  • Created by
  • Country
  • State
  • City

1.4 When User Clicks Submit

The system:

  • Applies filters
  • Shows only matching quotations
  • Updates the quotation count accordingly

Reset:

  • Clears all applied filters
Schedule Demo > Start Free
W

Wortal CRM Bot

โšก Powered by Meta API
Hi! Thanks for visiting Wortal CRM. Your message will be instantly delivered straight to our sales and setup team via WhatsApp Cloud API.
What features are you looking to explore today? (e.g., Lead Management, Textile Billing, Demo Booking)

Start your business automation journey with Wortal CRM

Book a free demo and discover how Wortal CRM simplifies your business