#OptimalPrime: The Quickest Way to Filter Your Search in Function Point

Read time: 3 minutes

At Function Point, ‘Prime’ is the name we give to the people at your agency who know how to best use the system. Each month we’ll share new tips and tricks from our system to help you Transform your Function Point skills from average to amazing. Tune in each month to elevate your game, and if you miss any previous posts, check out #OptimalPrime on our Twitter: @functionpoint.

Get the Most Out of Your Search

Having one central location for data means that all of your client and project information is always at your fingertips. The “…” Search Tip allows you to filter your data by date range on any Find page. With this handy tip in your back pocket, finding the specific information you need, the first time you search for it, is as easy as pie. Whether you need to find last month’s invoices or you want to see all of Tim’s timesheets for the quarter, this Search Tip helps you find exactly what you need.

Here’s How:

  1. Click on any module with a “Find” page. For example: “Find Invoice.”
  2. In the “Creation Date” field, type in the date range for which you want to find Invoices.
  3. Click out of the field and then click “Find Invoices.”

Filter Search Step 1

Filter Search - Step 2

Need to find something specific? Use the Search Tips legend on the left side of every Find page to see how you can apply these tips to different modules. Filter your search with these 12 other Search Tips to get the exact results you need every time you hit the search button.

Stay tuned for the next #OptimalPrime where we continue your transformation into a productivity pro with a new trick in FP.

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Marissa Ho

Marissa Ho

Brand & Product Coordinator

Marissa was raised on a steady diet of mountain and ocean activities. She's a product marketer by day, reader by night, and human being by day and night.