Using List Views


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List views are a great way FieldEdge can help you track and report on important information in your database. From upcoming service dates for agreements, part requests that need to be ordered, or a list of overdue invoices, FieldEdge will help you find the information you're looking for.

  • Note: FieldEdge Premier members will have the ability to save created list views for future use.

Navigating to a List View

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List views can be found in several locations throughout FieldEdge. However, you'll typically start by selecting the appropriate list view from the left-side menu. Not every option in the left-side menu is associated with a list view. Continue below for a description of available list views.


Image above is highlighting the left-side menu in FieldEdge

List View Descriptions

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mceclip5.png Customers: This list will display all customers that have been added to your FieldEdge database. You might use this list to find an existing customer to navigate to their customer summary screen.

  • Example Filters: Lead source, customer type, address, active, and more.

mceclip6.png Jobs: Similar to the customer list, the Jobs list will display a list of all jobs that have been added to your FieldEdge database. You'll use this list to find existing jobs to navigate to their customer screen.

  • Example FIlters: Job type, status, project manager, start date, and more.

mceclip7.png Work Orders: The work orders list is a great way to search for information on an existing work order. This list will display work orders that have been created in FieldEdge.

  • Example Filters: Scheduled date, technician, status, resolution, and more. 

mceclip8.png Agreements: This list will contain all active and inactive agreements that have been created in FieldEdge. Use this list when searching for existing agreements, or to find what agreements have been sold in the field and still need to be set up, with service and invoice dates.

  • Example Filters: Next invoice or service date, agreement plan, active, and more.

mceclip9.png Invoices: The invoice list is similar to the work order list. Here you will find a list of existing invoices in FieldEdge. This is a great way to find invoices that have details you may need or to find invoices that have yet to be paid and finalized to your accounting package.

  • Example Filters: Salesperson, due date, invoice pay status, amount, and more. 
    • Note: In the top left corner, you can check the box to select all items in the list view.

mceclip10.png Quote: The quote list is an important list when trying to convert opportunities into successful invoices. This list will show all created quotes in FieldEdge. Allowing you to see which quotes are pending and may need some extra attention or, which quotes were accepted and are ready to be scheduled and completed.

  • Example Filters: Status, quote date, estimator, amount, and more.
    • Note: In the top left corner, you can check the box to select all items in the list view.

mceclip11.png Items: Keeping an accurate list of your parts is crucial, especially for cost and inventory tracking. The Items list will display all of the inventory, non-inventory, assembly, bundles, and flat rate items that have been created in FieldEdge. 

  • Example Filters: Category, price, item type, or active status. 

mceclip12.png Part Requests: To help keep track of your items and costs, FieldEdge will display all part requests in this list. From here you can see what has been ordered and the associated status of that order. 

  • Example Filter: Status, vendor, expected delivery date, created by, and much more.

mceclip13.png Reminders: To help keep information organized, you can create reminders and view them from the reminders list view. This allows you to see a list of reminders that are associated with work orders, customers, and technicians.

  • Example Filters: Pending, overdue, reminder date, type, and more. 

Customizing List Views

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Customizing a list view is one of the best aspects of this feature. Being able to edit a list to display information important to you will save you time and help you keep the information accurate. Continue below to learn how to edit a list view in FieldEdge.


Default Filters

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At the top of every list view, you'll see tabs of default filters. Clicking on one of these will automatically filter the information in the list based on whatever that default filter is stating. For example, clicking on the overdue default filter of the part request list will display all part requests that have been ordered but have not been received by the expected delivery date. You can find different default filters for each list and can even edit the filters further. Continue to the Edit Filters section to learn more about editing a list view.


Edit Filters

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When need more detailed tracking of your list views you have the option of editing the filters. This allows you to customize the filters so that FieldEdge will display the information based on those customized parameters. At the top of each list view, underneath the default filters, you can see dropdowns. You can select these dropdowns and choose to customize the information shown. For example, in the agreements list view, you can change the Next Service date by selecting the dropdown and entering or selecting a date range. This will display a list of agreements with next service dates within the stated date range.


Each list view has specific filters found at the top of the list. However, you can remove filters or even add filters to the list. To do this click Edit Filters at the top right of the list. This will display a new window that will allow you to remove filters by clicking the X next to a filter or to add filters by checking the box next to a filter. Once you've got all the filters removed or added to the list, click Save and you'll see them displayed at the top of the list. Repeat these steps for any other list view you may need to edit.

  • Note: FieldEdge Premier members have the option of saving these filter edits and list views, allowing you to return to the list view without having to edit the filters again.


Editing Columns

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In addition to editing the filters of each list view, you can also edit the columns displayed.  Hover over a column to display three dots. Clicking on those dots will bring up a new menu. From here you can delete, sort, rearrange the column, and more. You can use the sort column option to put the information in the specified column in ascending or descending order. You will know a column has been sorted if the carrot icon is displayed in that column's header.mceclip14.png


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