Dashboard

You restrict the list to a period. Then you can put a filter on a certain contact.

Thus, e.g. an order backlog to a customer.

The search is done only in the search result. This runs directly in the browser and you can also search for an amount and the cursor jumps to the appropriate line. A new search jumps on the next matches.

 All lists can be exported to lists via the Toolbar menu.

You can also import tasks. So it becomes possible e.g. to start the accounting about the import of a table (for this you need a concept and the appropriate workflow).