PUT DATE FILTER BACK AS DEFAULT
K
Kermit Ferguson
For some reason, the date filter was removed from being available on the main screen when pulling up the appointment log. Now we have to add it, which is extra steps for no reason on a daily function. Can we add it back to show on the default page please?
T
Tanner Wright
We use this tool everyday it is much more convenient to see what you have for appointments in different categories.
K
Kermit Ferguson
We use the appt log every day. A daily filter is perfect. Making it a default would improve efficiency by not wasting time adding it back as a filter every time we review the log. I can tell it’s reviewed in each of our managers workflow 7-10 times per day. Especially for weekends when we’re keeping track of what we have setup for deliveries, test drives, and reservations. Please put it back in the default so we don’t waste an extra 5-7 seconds each time on re-addi g the filter.
Shelby Parker
Great to hear your perspective, Kermit Ferguson! I have a few more questions for you:
- How frequently do you use the appointment log and date filter in your daily operations?
- Are there specific date ranges you typically filter by when using the appointment log?
- Would having the date filter as a default improve your workflow efficiency, and if so, how?