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?
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.