Sorting allows you to display feedback, invoices, and work orders by the following criteria:
Area
| Section |
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| Column |
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| - Area
- Caller
- Invoice Date
- Invoice #
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Priority
| Column |
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| - Priority
- Scheduled Date
- Status
- Tracking #
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| Column |
|---|
| - Trade
- Vendor
- Completion Date
- Feedback Left
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Sorting
Display in DashboardInformation related to feedbackFeedback, Invoices, and Work Orders
Feedback, invoices, and work orders will appear according to the chosen selections. The details will display criteria you have selected, in either Asc ascending (first-to-last) or Desc descending (last-to-first) order. The sections in Dashboard that reflect these changes from in the Sorting Tabdashboard are:
- View Open Work Orders
- View All Work Orders
- View All Invoices
- Approved Invoices
- Reviewed Reviews
Your initial viewing for each section will display in accordance of those selection. You can change the view as you look for additional information in that section. When you decide to navigate to a different section in the dashboard and then go back to the previous section, the page will default to the selection made in the Sorting Tab. Some sections have page-level sorting that allows users to view information in different ways. When they navigate to that section in the future, the settings configured in the Sorting Tab will takes precedence.
| Panel |
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| bgColor | #F9F9F9 |
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| titleColor | #0e3367 |
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| titleBGColor | #EAEAEA |
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| borderStyle | none |
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| title | ⦿ How to Modify the Sorting Options |
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- Navigate to the Edit Dashboard Settings > Sorting Tab.
- Under Edit Dashboard Settings, confirm that the correct Dashboard is selected next to Confirm Dashboard.
- To apply changes to a different Dashboard, select the desired one from the drop-down menu, and then click Switch.
- For each Sort By, click the Radioradio button to select Asc or Desc under the Order column.
Select the Default Sort that you want to use by clicking the Radio radio button.  | Note |
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You can select multiple Default Sort for a Sort By.
- Click the Save Changes button to save selections.
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