Query Sorts Can Be Saved Globally by Admins
Path: From any Records page, open the Find panel
A new check box on the Find window allows anyone with an Administrator Role to save the sort setting on any query and make it the global default.
Only those with the Administrator Role can make these changes that are displayed globally and on the Dashboard.
For Administrator Role logins, the Set Current Sort as Global Default check box is enabled.
You can take these steps to set a Sort order:
- Select a Query Name.
- Click Find.
- Click the header to sort the desired column.
- Mark the Set Current Sort as Global Default check box.
The new sort is reflected on the query for all who view it from the Dashboard or from a module.
The Administrator can also rearrange Display Columns. These are shown on the Dashboard but not the Find grid.
View Charge Total Added to SRP Search Status Tab
Path: Admin > Form Attributes > Service Request Portal / Searches – Status Tab
The Search form for the Service Request Portal gives you the option to show the individual Work Order charge total.
If you want your client to see charges related to their request, you can use the new Work Order Charge Summary block on the Status Tab. Use Settings to select the columns you want your client to see.
When your client searches for a Request/Work Order you can choose whether they can see relevant Financial Data for their request.
Please note this is the Charge total and not the Cost total since the Charge total can be different from the Cost depending on your use of markups and rate schedules.
Analytics Dashboard Saved Views
Path: Reports > Analytics
You can now create, edit, save, and delete your Analytics Dashboard views.
Use the buttons to the right of the Saved Dashboard Views field to perform the desired action.
Once you have saved your view, use the drop-down in the Saved Dashboard Views field to select the desired view.
The saved views are only available to the person who created them.
Note the initial window setting now displays dashboards only – not the drill-down or non-dashboard.