Once you save a work order filter, you may enable it to appear on the QuickView page. On the QuickView page, you may view the total number of work orders matching your filter and access the list of matching work orders. Note that the QuickView page automatically refreshes every 15 minutes, indicating the latest number of work orders matching the filter.
By default, Quickview allows a maximum of 6 work order reports and 6 Proposal reports. Should you need more, please contact your ServiceChannel representative.
Retrieving QuickView Results
From the QuickView page, you may retrieve work orders matching the filters for viewing/downloading.
Updating QuickView Result Criteria
To update the criteria for a filter in QuickView, you must edit the criteria in the related saved filter.
Removing a Work Order Filter from QuickView
There may be times when you want to switch the reports that appear in your QuickView. To remove a report from QuickView, you may simply edit the corresponding filter.