Sorting Tab

Owned by Lamont Eddins
Last updated: Mar 29, 2023 by Caroline Antoun

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 Feedback, Invoices, and Work Orders

Feedback, invoices, and work orders appear according to the criteria you have selected, in either ascending (first-to-last) or descending (last-to-first) order. The sections that reflect these changes in the dashboard are:

  • View Open Work Orders
  • View All Work Orders
  • View All Invoices
  • Approved Invoices
  • Reviewed Reviews

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. 


⦿ How to Modify the Sorting Options
  1. Navigate to the Edit Dashboard Settings > Sorting Tab.
  2. Under Edit Dashboard Settings, confirm that the correct Dashboard is selected next to Confirm Dashboard.
    1. To apply changes to a different Dashboard, select the desired one from the drop-down menu, and then click Switch.
  3. For each Sort By, click the radio button to select Asc or Desc under the Order column.

  4. Select the Default Sort that you want to use by clicking the radio button. 

  5. Click the Save Changes button to save selections. 

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