Filtering data is a useful way to streamline information displayed on an active screen, allowing users to focus on information most appropriate for the task at hand. This enhancement introduces the option to Filter by RESOURCES across more pages, and increases the SUBCONTRACTOR filtering options that are available.
ORDERS
To enable the filtering option, you must first make sure the ROUTE is toggled to ON, otherwise the column will not show.
Under Route, the option for RESOURCE will display. Click the Funnel to open the filtering options. Select the resource filtering you would like to apply.
The enhanced filtering allows users to access a deeper layer of visibility on their orders.
TRIPS
Resource filtering has been enhanced to allow further selection of Subcontractor resources.
TRIPS TO BILL
From the INVOICES tab, select 'Trips to bill'.
Under RESOURCES use the funnel to open the filtering options.
Filters will apply to ALL tab options on the page. If filters have been applied you will see an ACTIVE FILTER alert.
