Sorting allows you to display feedback, invoices, and work orders by the following criteria:
- Area
- Caller
- Invoice Date
- Invoice #
- Priority
- Scheduled Date
- Status
- Tracking #
- Trade
- Vendor
- Completion Date
- Feedback Left
Sorting Display in Dashboard
Information related to feedback, invoices, and work orders will appear according to the chosen selections. The details will display in either Asc (first-to-last) or Desc (last-to-first) order. The sections in Dashboard that reflect these changes from the Sorting Tab 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.
- 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 Radio button to select Asc or Desc under the Order column.
Select the Default Sort that you want to use by clicking the Radio button.
You can select multiple Default Sort for a Sort By.
- Click the Save Changes button to save selections.