Let’s continue our new series, “Tip of the Week,” where a member of the PrintVis Team will give you a peek behind the scenes, share some technical insight or helpful hint to improve your life in some simple but useful way.
Today we hear from Senior PrintVis Consultant Thomas Beck Andersen about setting up a custom view and saving the view as a menu point in the navigation pane on the left.
There is virtually no end to the number of views you can customize and save using the Advanced Filter functionality in NAV.
Depending on a user’s needs and role in the company, it often makes sense to streamline their view not only in the Role Center, but also within Case Management.
For example, a Production Manager may want to save individual users’ Cases Responsible lists on his/her own view, to better keep track of the delegated jobs and their progress throughout the day – accessing a user’s queue with a single click.
A different example might be a salesperson who needs to access a history of quotes given to a specific customer. A saved view can filter to specific customers not only by their name or customer number, but on many other points of reference, such as status descriptions, deadlines, order types and location codes.
Setting up and saving filtered views is easily accomplished by clicking the drill-down to the right of the chosen field (Case Management in our example, see screenshots) and selecting the desired criteria with the Advanced Filter. One simply filters on the needed value and chooses “save view as”…
Once the filtering is set for the entire line (it can be one or many things) the saved view can be named for easy identification. It will appear in the left menu navigation and the filtered view can be accessed with one click from then on.
But such specifically-filtered views are not limited to individuals responsible in Case Management. Item views can be narrowed down to specific criteria – for example, papers or inks by vendor, customers by customer number or geographical area, sales orders by deadline or monetary range. The filtered views can be as specific or as general as needed by the user and their particular duties in your company.
As with most of our tips you’ll find this is mostly about saving time and avoiding errors. Once your filtered view displays precisely what you need to see, you access it with a click, knowing that the data is there to serve you and increase the efficiency of your business.