Versions Compared

Old Version 2

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

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:

Table of Contents
minLevel2
maxLevel2

Previous Manager column now titled Booked by

The column previously titled Manager has been changed to Booked by:

  • This change is to the title of the column to make it more accurate

  • The column has always displayed the name of who booked the works order
    (as set in the Booked By field on a works order)

Tip

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

Key Contact, Property Manager & Property Administrator columns can be added (where configured)

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

  • Key Contact

  • Property Manager

  • Property Administrator (where configured)
    This column will only be available to add to this grid when AgencyCloud is configured to allow the addition of a Property Administrator to a lettings property
    To enable this configuration option, click here to contact Reapit Support

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)

    Image Added

  • Prp. 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

  • 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…

    Image RemovedImage Added
Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "worksorder"
Excerpt
hiddentrue

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

...