Filter Vendors
  • 02 Dec 2023
  • 1 Minute to read

Filter Vendors

Article summary

Use the filter feature to view only certain vendors on screen; for example, you may want to see only vendors who are assigned a certain tracking item.

Getting There

To view only certain types of vendors on screen click the Filter button (looks like a funnel or coffee filter) on the toolbar (upper left – just above the list of vendor names).

Filter Your Vendors

  1. Choose whether to include All Vendors or just Visible or Hidden Vendors.
  2. Then pick categories of vendors to include such as all those assigned a particular Vendor Tracking item.
  3. Click Count (optional) to see how many vendors meet your criteria.
  4. Click Exit. Only vendors that meet your criteria will be displayed and the filter will turn red.

Red Filter / Clear the Filter

A Red Filter means only certain vendors are currently displayed. To clear your filter and return to the default settings for your location click the Default Filter button (with the red circle/slash) on the toolbar (upper left – just above the list of vendor names).

Refresh the List

Sometimes you may wish to refresh the screen to be sure you are viewing a current list of all vendors that meet your filter selection. Just click the Refresh button on the toolbar (looks like a chart with a recycle arrow). This makes sense if you have other people entering vendors into Procare or making changes from another computer.

Example: Four vendors are displayed based on your filter. Someone else makes a change to another vendor so they would now be part of your filter. You may not see the fifth vendor right away – until you click Refresh.

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