Hi Sam,

1) and 2) both require that fields be added to the master files on which Filters are processed. I'm skeptical of the value of whether or not a customer has a note, any note, as eventually almost all customers will have notes. Until we do this you will not be able to create the Filters you are looking for. GridView can create those filters for you now. Perhaps you could create a GridView workspace that would show exactly these items.

3) I think you're mistaken. Filters are re-processed when any record to which Filters are available is saved (Customers, Vendors, Orders etc) by the user. You may not see the change in colour as the line will still be highlighted as the "selected" item on the Grid. Posting of batches do not re-evaluate the Filters at the current time.

Please try and recreate 3) using the sample data, and if you're successful, post the Filter rules. Thanks.