Whether viewing the Customer Service Requests grid or the Service Workorders grid, you might want to sort by a specific column, or filter to only show specific records that match a certain criteria so that you can find what you are looking for.
Sorting the grid:
| • | To sort by a different column, just click on the column heading. |
| • | The Customer Service Requests grid defaults to sorting by the date the service request was created in a descending order (last request made will be listed at the top), but as above, just click on the column heading you do want to sort by. |
| • | The Service Workorders grid defaults to sorting by the workorder number in a descending order (last workorder created will be listed at the top), but as above, just click on the column heading you do want to sort by. |
Filtering the grid:
| • | NOTE: Filtering is case sensitive |
| • | Just under each column heading is a filter box and filter icon |
| • | The filter box is where you type in, and the filter icon is what you click on so that you can select how to filter on what you typed in |
| • | For example, if you wanted to filter to only show customer service requests made before Jan 1 2009, type in 1/1/2009 and select LessThan |
| • | Now only customer service requests made before that date will show |
| • | And to reset back to no filter, click on the filter icon and select No Filter |
If you are looking for a service request where the text CSR was entered - you would enter the text CSR and select Contains and all records that have the text CSR in it will be listed
