New Feature: Save and Manage Multiple Custom Filters for Service Jobs

Managing various job types and departments is now easier with the Saved Filters functionality. Instead of manually re-selecting criteria, you can save multiple custom views and switch between them instantly to streamline your workflow.

Step 1: Access the Filter Menu

To begin, navigate to the Jobs tab and ensure you are in the View: Status dashboard. Click the 'Filters' button located next to the search bar to open the settings panel.

Step 2: Define Your Specific Criteria

Select the parameters you wish to save for future use. You can combine various details such as:

• Job Type: Choose specific categories like "Guest Request".

• Job Source: Filter by "Standalone Jobs" or other sources.

• Job Status: Track specific stages like "Not Started," "In Progress," or "On Hold".

• Priority Level: Focus on "Highest" or "High" priority tasks.

• Department: Narrow the view to teams like "Housekeeping" or "Engineering".

Step 3: Save the Filter

Once your criteria are set, scroll to the bottom of the panel:

1. Check the Save Filter box.

2. Name your filter descriptively (e.g., "Guest Request Status: Not Started, In Progress, On Hold").

3. Click Save and View Filtered Results.

Step 4: Switch Between Multiple Saved Filters

You are not limited to just one view; you can save as many filters as you prefer to handle different tasks throughout the day.

To switch between them:

• Open the Filters panel.

• Expand the Saved filters section at the top.

• Click on any of your named filters, such as "Repeating Jobs" or "Guest Requests," to instantly update your dashboard.

• If you need to make changes, click Edit Filters within that same section.

By taking a few moments to save your most-used search criteria, you can significantly reduce manual data entry and ensure you never miss a critical update. Start building your library of saved filters today to make your Optii "Jobs" view work harder for you!