Second filters

You can freely filter the display of tasks or appointments using various filters on the tab Second filters.

Below we show you an example of filtering the display of tasks on the tab Second filters.

CASE DESCRIPTION The receptionist wants to check the vaccination tasks for veterinarian Valentin Veterinar for the month of January in the year 2023. To review the tasks, she sets the filters. Follow the steps: Reception Assigned and date selection Second filters

1. Reception

The responsible person opens the module Reception, by selecting Veterinary | Reception.

In our case, it opens on the tab Calendar view.

Continues to select the date and the assigned person.

2. Assigned and date selection

On the left side of the window, there are fields to set the criteria for displaying tasks.

In the field Assigned she selects the assigned person from the dropdown list for whom she wants to review the tasks. In our case: Valentin Veterinar.

Sets the period in the fields Date from and To: 1.1. to 31.1.2023.

Continues to select other filters.

3. Second filters

She wants to review the type of task: vaccination.

For this purpose, under the tab Second filters she finds the field Type of task.

TIP There are other fields available through which we can filter the display of tasks.

From the dropdown list, she selects the option: Vaccination.

With the slider, she scrolls to the bottom of the window and withto filter the display of tasks, clicks the button Filter.

In the calendar overview, we see the type of task vaccination for Valentin Veterinar in the period from 1.1. to 31.1.2023 (as shown in the image below).