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Extra columns can be added to the works order screen to show names of the following people:

Tip

All of the above roles are set in the Relationships panel on the lettings property record

Add new columns

From the works order screen:

  • Right-click over the column headings, select Pick columns and click More

  • Select from the new options: Key Contact, Prp. Manager Name & Prp. Admin Name (where available)

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  • Prp. Manager Code & Prp. Admin Code can also be selected in addition/instead
    This shows the 3-digit code for the property manager/administrator

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  • Click Accept

  • The new columns will be added to the far right side of the grid - click and drag the column headings to the desired position

  • Right-click over the column headings again and click Save grid layout

Use grid functions to sort, group or filter

Grid functions can be used to sort, group or filter the works orders

  • To sort the list, click the column heading

  • Click to the right of the column heading - depending on the column clicked, an option is offered to filter the works orders either by word or name, plus some columns offer the option to Group by…

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