Description:
The following document highlights key features within our Orders Dashboard to support you during the porting process.
Features
- Custom Filters - You are able to filter on any data within your dashboard by using the drop downs and or date range picklist. You are also able to refresh the dashboard or clear your filters by selecting the refresh or clear filters button next to the "search" box on the top ribbon.
Note: Refreshing data or clearing filters will both reset your current filter view - View Setting - The "gear" icon next to the search bar will allow you to select the fields you would like to see within the dashboard to create your own custom view settings which is saved to your profile till you decide to change your views.
- Two new fields are available within this view setting (Next Work Date and Worked By) which are powered by tasks created within the order.
- Two new fields are available within this view setting (Next Work Date and Worked By) which are powered by tasks created within the order.
- Actions - Take advantage of the quick actions within your dashboard to "cancel, modify, activate and archive" your order directly from the dashboard and skip having to click into the order.
Note: Taking an action from the dashboard will complete that action for ALL numbers associated with that order.
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