Basic elements of searching in list screens
Using the dropdown filter lists (based on status, e.g. only
Searching by text (e.g. items with
Sonyin it). Read more here.
Toggle the visibility of the Advanced search panel
Selecting categories / flags, and whether or not the Item should be part of a Kit + create your own filter by clicking on +Add filter
Showing columns and custom fields (see below)
Sorting on columns and custom fields
Selecting a view (e.g.
💡Did you know you can have certain custom fields automatically shown as a filter option for all users? When creating a custom field, make sure to select 'show in search'.
Add your own touch to our table view
If you want different information to be listed when you go to your Item, Contact, Kits, Reservation or Check-out overview, this is how:
Make sure you are in the table view
Click on the book icon on the left side of 'Sort'
Select the fields you want to see in your list, and adjust the order by dragging and dropping them on the right side:
Now you can use the 'Sort' functionality to get the results you need
Or then select the different viewing options like, for example, the gantt chart:
💡Did you know you can create a Reservation or Plan maintenance by just selecting the days of your choosing?