The latest introduction to the new layout in UtilizeCore, Action Filters are a simple way for your team to organize their day by next step (aka 'Action' required).
Quick Facts:
- Only one Action Filter can be applied at once
- Action Filters are meant to be used in conjunction with other pinned filters
- Bulk actions may available or highlighted based on an applied Action Filter
- Action Filters will change based on current page. (ex. 'Work Orders' will have different Action Filters than 'Invoices')
- Action Filter will display the Count of associated resources
- Empty Action Filters will be unclickable
While the list of available Action Filters will continue to evolve and be refined, below is a preview into fist version.
Work Order Action Filters
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Operations Failure
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Schedule
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Verify Trips
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Review Client Proposals
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Follow Up on Client Proposals
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Schedule Accepted Client Proposals
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Review Vendor Proposals
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Schedule Accepted Vendor Proposals
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Review Client Purchase Orders
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Review Vendor Purchase Orders
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Review Vendor Invoice
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Pay Vendor
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Send Client Invoice
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Review Client Invoices
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Follow Up on Client Invoices
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Receive Payment
Payable Action Filters
- Send
- Review
- Pay
- Follow Up
Receivable Action Filters
- Send
- Review
- Receive Payments
- Follow Up
More is coming soon!