Follow

Saved Views in Stock Book

If you are using the same searches in SalesMaster on a regular basis you can save this search as a Saved View.

Filter your vehicles using Quick Search, Column Chooser and Search Builder as you would usually and then click on the Saved Views button in the Options Bar.


The Saved Views panel will then be displayed.

The panel is divided in three sections.

Save this view     where you can name and save your views.

My views             where your previously saved views are listed.

Shared views      where your saved views will move to if the view is shared by you or with you

 

Once you have conducted your search and opened the above panel all you need to do is click in the label field under ‘Save this view’ and give your view a name.

Click save to make your named search appear under My views.

You may also find it more useful to have certain Saved Views that are used regularly 'pinned' as a tab on your Stock Book home screen for even easier access.

This can be achieved by clicking on the report name in your Saved Views panel to open the drop down shown below.

 

Click on ‘Pin as tab’ and the Saved View will then appear as a tab that is available at the top of your Stock Book screen.

Just click on this tab to run the report again whenever you wish.

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk