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> Customize the display of tables

17 June 2020
Categories
Others, Site settings
Tags

Support > Site settings > Customize the display of tables

 Customize the display of tables

It is possible to customize the display of the tables in different tabs. In particular, it is possible to choose which columns are to be displayed and the order in which these columns are displayed.

Tables that can be customized

• Management of cancelled appointments (schedule module) ;
• Order bucket (schedule module) ;
• Plan orders (organize module) ;
• Order report (analyze module).

Choose the columns to display

  1. For example, go to the “plan orders” tab in the “organize” module.
  2. Click on the wheel ” ” located on the right of columns’ headers.
  3. Check the boxes for columns to display in the table.
     
    The columns that can be added to tables: 
    • Due date ;
    • Open date ;
    • Date ;
    • State ;
    • Customer ;
    • Customer external id ;
    • Order external id ;
    • Duration ;
    • Time slot ;
    • Agent ;
    • Planned arrival time ;
    • Comments ;
    • Phone number ;
    • Capacities ;
    • Skills ;
    • Order type ;
    • Satisfaction ;
    • Extra field(s).

Define the order in which the columns are displayed

  1. Click on the wheel ” ” located on the right of column’s headers.
  2. Use the drag and drop to change the order in which the columns are displayed.
  3. Note: Changes are automatically saved.

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> Use filters in the order tables
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    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us