order by two different columns simultaneously
I have multiple tech's in the field, every time I hire a new one I need to build all their views and filters and a new dashboard and assign the role. Can you have a blank "template" that adding a user to the template would generate all the required views and filters?
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Alex
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Hello,
There is not a way to create a blank template for TrackVia to use to assign to a new user. What we recommend is adding a TrackVia user field to the table you use to assign tasks to your techs. You can then build a filter using the TrackVia User field and set it to be equal to the Current Logged-In User. You can use this filter on the view on the dashboard and it will allow the logged-in tech to only see the records they are assigned.
This way you would only have to create one role, one dashboard, one filter, and one view for all your techs.
Regards,
Alex