Using icons filters
Purpose:
The icon
filters on the appointment list
are useful to filter in or out
any workorder/appointment with one of the five following notifications:
:The dollar
sign can be used once the customer has paid.
:The star
can be used when it is a VIP customer.
:The
shopping cart can be used to indicate that all parts are made available by the
storekeeper.
: The
vehicle came to the shop more than once within the past 4 weeks.
Location
on the appointment list page:
You can
find the icons filter on the appointment list at the location indicated in the
image below.
Filters
Logic:
Filter
out:
The first
icon filter, the dollar sign, filters out any appointment that
has the dollar sign activated. For example: If you gave to this notification
the meaning that customer has paid, it will allow you to list any
appointment/workorder that have NOT been paid yet.
Filter
in:
Once you
clicked on one the last four icons on the header row, it will turn green and
consequently the appointment list will automatically be repopulated with any
appointment containing the notification greened out in the filter. For example:
If you activate the star and the exclamation mark icons, you
can see appointments for VIP customers AND the appointments
with recurring issues.
Both:
If you green out the dollar sign and
one (or many) of the last four icons, it will list any appointment with the
last four notifications but without the one with the dollar sign. For example:
If you click the dollar sign, pin and the shopping cart icons, it will show you
the appointments with a note AND the ones with part available
but only the appointment that are NOT paid.
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