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Sort, Filter, and Search
Sort, Filter, and Search

Learn how to create personalised Quickviews for Jobs, Assets, Customers etc. that can be used by you and your team on a daily basis

Updated over a week ago

This article shows you how to:

Sort your view

You can sort a flat list of Jobs, Assets, and Customers by their common attributes (such as by type, location, or updated date etc.) to obtain a display of records that are grouped on the basis of the values of the selected attribute.
In the example below, the list of jobs are sorted by customers.

As a result, the view in your workspace will be sorted as shown below:

Filter your view

When you want to fetch a narrow set of records (either Jobs, Assets, Customers, Workforce, Quotes and Invoices) on the basis of certain values, then use one or more combination of attribute filters that best match your query.

Search and view

To search from a large pool of jobs, assets, customers, and workforce, all you need is the complete or partial value associated with the record you're after.

NOTE: The search will return results only if:

  • the text that you enter matches the values available in Loc8.

  • the text that you enter corresponds to an attribute that's already displayed on the relevant page i.e. of Jobs, Assets, Customers, and Workforce. If not, then you will have to add the attribute as discussed in the section 'Display your preferred attribute' above, and maybe save it as a quickview as discussed in the previous section.

In the example, a particular location is looked up using Search.

Display your preferred attributes in columns

You have the flexibility of displaying your preferred attributes as columns on the jobs, assets, customers, workforce, quotes and invoices pages. This gives you the advantage of viewing records from a broader perspective and obtain a well-rounded information on all areas of your business.

In the example below, the sample field service company monitors the Priority and Health attributes to quickly resolve emergency jobs.

You may want to save the layout of the views obtained after the application of sorting, filtering or adding new columns. You can do so using quickviews that helps you to access the layout of your preferred views anytime you need. To know more, see Use Quickviews to Personalise your Views.

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