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How to Customize Your Order and Revision Window for a Smoother Workflow

Learn how to easily move, resize, and filter columns in your order and revision windows to make your work more efficient. This guide covers simple tips like drag-and-drop actions, adjusting column sizes, and using search functions to help you stay organized and save time.

Moving Columns:

  • To move a column (e.g., Technician Name) forward or backward, click and hold the column header, then drag it to your desired location.
  • To revert the column back, simply drag it to its original position.

Removing Columns:

  • To remove columns, move to the right-hand side, open the column menu, click, hold, and drag any unwanted columns out of view.
  • Close the window to reduce clutter. To bring columns back, hit the three dots, and drag them back into place.

Resizing Columns:

  • Place your mouse between columns until it turns into a double arrow.
  • Drag left or right to adjust the size, or double-click to minimize the column to its smallest possible width.

Using Glyph for Filtering:

  • Click the small “glyph” icon to filter data. Select specific values to display only relevant rows.
  • This filters what you see without permanently removing data.

Right-Click for Column Search:

  • Right-click on any column header (e.g., Description) and start typing to filter specific terms, such as “radiator.” It will display only the matching entries.

Using Ctrl + F:

  • Press “Ctrl + F” to search across all columns, instead of searching within a specific column.
  • Type in any value (e.g., “39”) to highlight matching results throughout the table.

Revision Tab:

  • In the revision tab, you can use the same features like moving, resizing, and filtering columns for ease of use.

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