Finding what you need across hundreds of jobs, invoices, and records? That used to be painful. Not anymore.
What's New
We've completely rebuilt the filtering system across every table in Base.
Advanced Filter Groups
– Combine conditions with AND/OR logic. Find "all open jobs from ABC Shipping where the invoice is overdue" in seconds.
Saved Views
– Create a filter, save it, and switch between views with one click. Your "My Open Jobs" view is always ready.
Quick Filters
– Pre-built one-click filters for common needs. Jump to "Overdue Invoices" or "Jobs This Week" instantly.
Filter Any Field
– Custom fields, dates, statuses, amounts, assigned users... if it's a column, you can filter it.
Persistent Filters
– Your filters stay put. Close the tab, come back tomorrow, and you're right where you left off.
Why It Matters
Less hunting, more doing.
Operations teams waste hours clicking through records. Advanced filters give you answers in seconds.
Custom workflows.
Every team works differently. Saved views let you build the dashboard that matches how you actually operate.
Fewer mistakes.
When you can see exactly the records you need, you're less likely to miss something important.
How to Try It
  1. Go to any table (Jobs, Invoices, Companies, etc.)
  2. Click the
    Filter
    button
  3. Add your conditions and combine with AND/OR
  4. Click
    Save View
    to keep it for later
Build the view you've always wanted.