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theme-jpcrm-theme woocommerce-no-js jps-theme-jpcrm-theme quick-filters">  <nav class="navbar navbar-fixed" role="navigation"> <div class="container"> <div class="navbar-header" style="padding:5px;"> <a href="https://jetpackcrm.com/" class="custom-logo-link" rel="home"><img width="528" height="100" src="https://jetpackcrm.com/wp-content/uploads/2021/12/cropped-Jetpack-CRM-horizontal@2x.png" class="custom-logo" alt="Jetpack CRM" decoding="async" fetchpriority="high" srcset="https://jetpackcrm.com/wp-content/uploads/2021/12/cropped-Jetpack-CRM-horizontal@2x.png 528w, https://jetpackcrm.com/wp-content/uploads/2021/12/cropped-Jetpack-CRM-horizontal@2x-520x98.png 520w, https://jetpackcrm.com/wp-content/uploads/2021/12/cropped-Jetpack-CRM-horizontal@2x-300x57.png 300w" sizes="(max-width: 528px) 100vw, 528px" /></a> <button type="button" class="navbar-toggle" data-toggle="collapse" data-target="#bs-example-navbar-collapse-1"> <span class="sr-only">Toggle navigation</span> <span 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download-jp-nav" id="header-dl-btn">Download for Free</a> </div> </div> </div>  </nav> <div class="container page-content"> <article id="post-24975" class="post-24975 zbsfeature type-zbsfeature status-publish has-post-thumbnail hentry"> <div class="entry-content"> <div id="how-it-work" class="container-padding12080 section-wrap"> <div class="container"> <div class="post-heading-center"> <h2>SIMPLICITY IN WORKFLOW</h2> <p>As Entrepreneurs effectivity counts. It’s great to be efficient, but match efficiency with effectivity and you get efficacy – the art of achieving desired results. This is our central principal at Jetpack CRM. We aim to make you <em>more effective and efficient</em>. Quick Filters is one great example of this principal in action.</p> </div> <p></p> <div class="row"> <div class="col-sm-4"> <div class="affa-feature-icon-center"> <div class="feature-icon-wrap line-connector-right big"> <div class="feature-icon-wrap-base animation-hover" data-animation-hover="pulse"> <div class="icon-base"> <i class="ion ion-mouse"></i></div> </div> </div> <h4>ONE-CLICK ACCESS</h4> <p>With one click you can view a group – e.g. All contacts with a tag, or unpaid invoices</p> </div> </div> <div class="col-sm-4"> <div class="affa-feature-icon-center"> <div class="feature-icon-wrap line-connector-right big"> <div class="feature-icon-wrap-base animation-hover" data-animation-hover="pulse"> <div class="icon-base"> <i class="ion ion-gear-b"></i></div> </div> </div> <h4>CUSTOMISABLE</h4> <p>With a few easy clicks you can choose which Quick-filters you want in which order</p> </div> </div> <div class="col-sm-4"> <div class="affa-feature-icon-center"> <div class="feature-icon-wrap big"> <div class="feature-icon-wrap-base animation-hover" data-animation-hover="pulse"> <div class="icon-base"> <i class="ion ion-star"></i></div> </div> </div> <h4>EXTENDIBLE</h4> <p>As Jetpack CRM grows<br /> (we <a href="http://jetpackcrm.com/consistency/" rel="noopener noreferrer" target="_blank">develop consistently</a>) we add Quick-filters to each CRM list view</p> </div> </div> </div> <p></p> </div> <p></p> </div> <p></p> <div id="about-product-one" class="padding-top50 section-wrap bg-grey wSlash"> <div class="container"> <div class="row"> <div class="col-md-12"> <div class="center"> <i class="icon ion ion-wrench wSlash-icon-standout"></i></p> <h3>Power Behind-the-scenes</h3> <p>We’ve done the math. Each of us spends a large proportion of our CRM time in the list-view for Contacts, Transactions, Invoices etc. It follows then that we need an optimised workflow surrounding how we deliver these lists of objects. Jetpack CRM does a lot of work behind-the-scenes to make your CRM (and Quick-filters) quick and easy to use.</p> <p>Currently, there are only a few little settings for Quick-filters, because we’ve optimised them so much they’re pretty much set and forget!</p> </div> <div class="center-image"> <img decoding="async" src="http://jetpackcrm.com/wp-content/uploads/2018/08/quick-filter-settings-in-crm.png" alt="Jetpack CRM Quick Filter Settings" style="max-width:800px"></div> </div> </div> </div> </div> <div id="about-product-two" class="padding-top50 section-wrap bg-white wSlash-next"> <div class="container"> <div class="row center"> <div class="col-md-12"> <h3>No-Nonsense Quick Access to Segments, Tags & More</h3> <p>No fussing about doing advanced searches or working out which contacts have a tag. Quick Filters offer you optimised work flows out-of-the-box. Quick-Filters work with all of our List views:</p> <div class="wul" style="color:#FFF;background: #22ba44;min-width: 200px;width: 200px;"> <div><i class="ion ion-checkmark"></i> Contacts</div> <div><i class="ion ion-checkmark"></i> Quotes</div> <div><i class="ion ion-checkmark"></i> Invoices</div> <div><i class="ion ion-checkmark"></i> Transactions</div> <div><i class="ion ion-checkmark"></i> Segments</div> </div> </div> </div> <div class="hr"></div> <p></p> <div class="row" style="padding-bottom:0px !important;"> <div class="col-md-6"> <div class="center-image"> <img decoding="async" src="http://jetpackcrm.com/wp-content/uploads/2018/08/zbs-crm-quick-filters-for-contacts.png" alt="Quick Filters for Contacts in Jetpack CRM"></div> </div> <div class="col-md-6"> <div class="center" style="margin-top:5em"> <h4>One-Click access to different Segments</h4> <p>With one click from the Contacts list you can jump to any number of sub-groups of contacts – tailored to your company or team’s workflow.</p> </div> <div class="wul" style="color:#FFF;background: #22ba44;"> <div><i class="ion ion-checkmark"></i> Access Contacts by Status</div> <div><i class="ion ion-checkmark"></i> Access Contacts with Tags</div> <div><i class="ion ion-checkmark"></i> Access Contacts in <a href="http://jetpackcrm.com/feature/segments/">Segments</a></div> <div><i class="ion ion-checkmark"></i> Access Contacts Older than X days</div> <div><i class="ion ion-checkmark"></i> Access Contacts Not Contacted within X days</div> </div> </div> </div> <p></p> <p></p> <div class="row container-padding8040"> <div class="col-md-6"> <div class="center" style="margin-top:3em"> <h4>Easy to Edit Quick-Filters</h4> <p>Simply click the edit icon next to Filters and then you can drag and drop which filters you want from the available quick filters list.</p> </div> <div class="wul" style="color:#FFF;background: #22ba44;"> <div><i class="ion ion-checkmark"></i> One-Quick Edit</div> <div><i class="ion ion-checkmark"></i> Drag and Drop Quick Filter Selection</div> <div><i class="ion ion-checkmark"></i> Easy for all Users</div> </div> </div> <div class="col-md-6"> <div class="center-image"> <img decoding="async" src="http://jetpackcrm.com/wp-content/uploads/2018/08/choosing-invoice-quickfilters.png" alt="Choosing Quickfilters for Invoices in the CRM"></div> </div> </div> <p></p> <p></p> <div class="row container-padding8040" style="padding-bottom:0px !important;"> <div class="col-md-6"> <div class="center-image"> <img decoding="async" src="http://jetpackcrm.com/wp-content/uploads/2018/08/selecting-contact-quick-filters-in-zbs-crm.png" alt="Selecting Contact Quick Filters"></div> </div> <div class="col-md-6"> <div class="center" style="margin-top:3em"> <h4>Contact Quick Filters</h4> <p>As you can see in this example, we have a number of different quick filters available in this install – each of these could be dragged/dropped into the ‘Current Quick Filters’ area and used with ease.</p> </div> <div class="wul" style="color:#FFF;background: #22ba44;"> <div><i class="ion ion-checkmark"></i> Out-of-the-box Quick-Filters</div> <div><i class="ion ion-checkmark"></i> Automatically added Segments</div> <div><i class="ion ion-checkmark"></i> Automatically added Statuses</div> </div> </div> </div> </div> </div> </div> </article> </div> <div class="jetpack-instant-search__widget-area" style="display: none"> <div id="jetpack-search-filters-7" class="widget jetpack-filters widget_search"> <div id="jetpack-search-filters-7-wrapper" class="jetpack-instant-search-wrapper"> </div></div> </div> <script> var popover_buttons = document.querySelectorAll('a[class^="benefits__tooltip-toggle-"'); for (var i=0; i<popover_buttons.length; i++) { // listen for clicks on each infobox button popover_buttons[i].addEventListener('click', function(e) { popovers = document.querySelectorAll('div[id^="popover-"'); // get id for popover we're wanting to target this_popover_id = 'popover-' + this.className.replace('benefits__tooltip-toggle-',''); for (var i=0; i<popovers.length; i++) { // if clicking the current popover button, toggle visibility if (popovers[i].id == this_popover_id) { popovers[i].classList.toggle('is-visible'); } // otherwise hide else { popovers[i].classList.remove('is-visible'); } } e.preventDefault(); }, false); } /* FAQ Section */ faqLinks = document.querySelectorAll('.foldable__faq .wp-block-button'); faqAnswers = document.querySelectorAll('.foldable__faq-answer'); for ( var i = 0; i < faqLinks.length; i++ ) { (function( index ) { faqLinks[index].addEventListener('click', function(e) { e.preventDefault(); faqLinks[index].classList.toggle('is-active'); faqAnswers[index].classList.toggle('is-visible'); }) })(i); }; </script> <script> window.a8cAnalyticsConfig = {"cookieBanner":{"version":"2","cssZIndex":50001,"skipBanner":false,"cookieDomain":null,"v1CookieName":"sensitive_pixel_option","v2CookieName":"sensitive_pixel_options","v1Text":"Our websites and dashboards use cookies. 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