Userfilter in appointment list (V8)

Userfilter in appointment list (V8)

In the appointment list, you can filter by users who have worked on a work order or are responsible for it. This column is called 'LU' (Last Updated by). In this collumn you can filter by 3 (or 4) criteria.

How do you change the filter?

Navigate to the 'LU' column in the appointment list. Click on the icon or select the arrow next to the icon to open the dropdown menu.

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The filter is set to "Updated by" by default. Based on the profile picture or the initials in the blue circles, you can see which user has worked on a work order.


Hover over the profile picture or initials to view the full name of the user and the last action performed.

 

Filter meanings

  • Last Updated by (LU): Indicates which user performed the latest status update on the work order.
  • Customer Owner (CO): Indicates which user checked in the car (Car in workshop).
  • Receptionist (RC): Specifies which receptionist performed the latest status update on the work order.


InfoDoes your dealer use a planningtool like PlanIT or 1iAutomotive? Then it is also possible to filter on Assigned to. This shows which mechanic is assigned to the workorder.

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