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Searching and Filtering Orders and Line Items 

How to access, search and filter through orders / line items

  • When users click on orders, they can view orders they have purchased

    • An order is a sold proposal

  • Users can search for an order name

  • Users can filter for their order and Line Items by hierarchy and requestor

    • To utilize this function click on the "CUSTOMIZE" button 
  • Users can click on the line items tab to see all of the line items

    • Line items are the campaigns on a proposal