How To Create A View
- Anthony Skinner (Unlicensed)
- Alex Skrivseth
Summary
The Shed App is designed to help everyone view what is important for each person to complete their tasks. This can best be accomplished by creating custom views for each user so that the Quotes, Orders, Buildings, Deliveries, or Invoices that require their action are front and center when they log into their TSA account.
Instructions
Navigate to your desired tab
Manage Quotes
Manage Orders
Etc
Click Add View
Name your view and click Add view
Click Actions
Add, Remove, or Re-Order any of the desired columns you want to see and click Apply
Click Filters + and select the field(s) that you want to filter for
Apply filters to each of the selected fields(s)
Click Save Changes
Note: If you wish to edit or alter this view, you can use the steps above for columns/filters
