Versions Compared

Old Version 11

changes.mady.by.user Jing Tong

Saved on

compared with

New Version Current

changes.mady.by.user Anastasiya Dashuk

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section

QuickView automatically displays the results of any saved work order report or proposal report. This is beneficial for you to view your most critical work orders and proposals, at a glance. Knowing this information may help you take action on problems or to-do tasks faster.

QuickView reports automatically refresh every 15 minutes, but you may manually refresh the report to see the latest information.

Info

Watch the short video to learn more about QuickView. 


Info

You can only access the QuickView reports that you save under your user ID. Your QuickView reports are not visible to other users.


Panel
bgColor#F9F9F9
titleColor#2970CA
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Access QuickView
  1. On the top navigation bar, click the QuickView tab. The QuickView page appears.
    QuickViewImage Removed
    Image Added
Tip

You can also access QuickView via the  menu icon > QuickView. 


Examples of QuickView Reports

You may save and display the information that is most critical to you and your workflow. Here are a few examples that may be helpful:

Section
Column
width50%

Examples of QuickView reports for Work Orders are:

  • Completed work orders ready for invoicing by the service provider
  • Work orders with unsatisfactory feedback
  • In-progress work orders in an emergency priority


Column
width50%

Examples of QuickView reports for Proposals are:

  • The number of proposals placed on hold
  • The number of proposals approved but not yet scheduled for repairs
  • The number of proposals either open or on hold for emergency repairs




Section

Live Search
spaceKeySCU
placeholderSearch our Knowledge Base
typepage


Panel
titleColorwhite
titleBGColor#5fa7d0
titleArticles in this Section

Child pages (Children Display)
alltrue
depth1
excerptTypesimple

Panel
titleColorwhite
titleBGColor#75a346
borderStylegroove
titleRelated Content

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
sorttitle
cqllabel = "quickview"