Summary: The Shed App is designed to help everyone view what is important for each person to complete their tasks. This can best be accomplished by creating custom views for each user so that the Quotes, Orders, Buildings, Deliveries, or Invoices that require their action are front and center when they log into their TSA account.
How to
Create A View
Instructions
1. Navigate to your desired tab
- Manage Quotes
- Manage Orders
- Etc
2. Click Add View
3. Name your view and click Add view
4. Click Actions
5. Add, Remove, or Re-Order any of the desired columns you want to see and click Apply
6. Click Filters + and select the field(s) that you want to filter for
7. Apply filters to each of the selected fields(s)
8. Click Save Changes
Note: If you wish to edit or alter this view, you can use the steps above for columns/filters.