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This guide has been reviewed against our global client base and classed as relevant to all regions |
The works order screen grid, seen when viewing a list of works orders, has had the following updates in AgencyCloud 12.148:
Previous Manager column now titled Booked by
The column previously titled Manager has been changed to Booked by: Tip |
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Grid functions can be used to sort, group or filter by the person who booked the works order For more information, see last section titled: Use grid functions to sort, group or filter |
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Extra columns can be added to the works order screen to show names of the following people: Image Added Tip |
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All of the above roles are set in the Relationships panel on the lettings property record | Image Removed |
Add new columns From the works order screen: Right-click over the column headings, select Pick columns and click More Image RemovedImage AddedSelect from the new options: Key Contact, Prp. Manager Name & Prp. Admin Name (where available) Image AddedPrp. Manager Code & Prp. Admin Code can also be selected in addition/instead This shows the 3-digit code for the property manager/administrator Image Removed
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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… Image RemovedImage Added
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Related articles
Filter by label (Content by label) |
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showLabels | false |
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max | 8 |
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sort | modified |
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showSpace | false |
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reverse | true |
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cql | label = "worksorder" |
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Excerpt |
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Details of updates in this version to the works order screen in this versiongrid, which includes the renaming of a column showing who a works order was booked by , - plus the addition of Key Contact, Property Manager & Administrator columns, where configured |
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