Searching for and filtering projects in Xactimate mobile
Updated
by
Heather Jones
To search for a project
- Use the hamburger menu (
) to select the Local or Cloud project list. - Enter your search term in the Search field:
- Select the field
- Type the word or phrase you want search for.
- Press Enter on the keyboard.
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- You can further narrow your search by adding additional search terms through the same method.
- Select the appropriate project from the list to open it.
To filter projects
- Use the hamburger menu (
) to select the Local or Cloud project list. - In the Search field, select the Filter icon (
). - Choose the appropriate option from the filter list (most options are customizable).
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- Select Done to apply the filters and return to the updated project list.
- Select the appropriate project from the list to open it.