The "Configuring Client Filters for PSA Integration" module is designed to help you set up and manage client filters within your Professional Services Automation (PSA) system. This module allows you to customize how client data is filtered and displayed, ensuring that you can efficiently organize and access the information you need. By configuring these filters, you can streamline your workflow, improve data accuracy, and enhance overall productivity. Follow the steps in this guide to effectively configure client filters for seamless PSA integration.
Step 1
Click on PSA Integration
Step 2
Click on the Edit button in the title PSA Client Filtering
Step 3
check the filters you want to set
Step 4
Click on the Save button
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