Here are a few tips and tricks that you may find helpful as you use Claimable to carry out your work.

When using the calendar to choose a date, it is possible to click the month or the year to jump ahead to the specific date you want, instead of scrolling through all the months. This is particularly useful for dates several months or years in the past or future, such as dates of birth.

You can share any page with a colleague by copying the URL from your browser address bar and sending it to them, such as via email or in an internal chat tool like Slack or Teams Chat. Assuming they have a user account, when they click the link they will be redirected to exact page you shared.

This even works for searches and can be an effective way to collaborate with your team.

You can use the Back button in your browser to navigate through your search history. This is especially useful if you make a series of searches, and wish to go back and forth between them.
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Also, if you clear a search in the Claimable search field you can return to it easily by clicking the Back button.

Your filters and labels, by default, are ordered oldest to newest, with the newest at the bottom.

However, you can move filters and labels in your preferred order by dragging and dropping them into the desired order. All users can reorder filters but only users with the role "Admin", "Manager" and "Claim Handler" can reorder labels.

When editing or creating a filter you can quickly find a label or a supplier in the respective fields by typing a few characters to narrow the results in the list.

You can sort Claims, Tasks, Contacts & Companies by clicking on a column heading with the sort icon displayed.

Not all columns support sorting, but for those that do, the first click sorts records based on the column data in descending order. Clicking for a second time sorts in ascending order.

You can easily import documents into Claimable by dragging and dropping them from your computer (e.g. "My Desktop", "My Documents") into the relevant folder in the Documents tab.

Claimable allows you to also move documents between folders by simply dragging and dropping them to the desired location.

If you have a filter or label with a long name, you can hover your mouse over it for a moment, to see the full description.

From the list of claims, you can hover over the status circle to see if a given claim is either "Open" or "Closed".