Save open order views so you can use them on multiple PC's

I think it would be a good idea if you could save open order views on the cloud so other users can download and use. Its a real pain having to change or setup multiple PCs so being able to download a template of the view would save a lot of time and hassle.


6 people like this idea

Defiantely a good idea. Also the my inventory screen, if we create specialized custom tabs, we should also get an option to copy this over to other accounts

They announced at Linn Academy that this would be released as part of the Open orders screen update coming out soon.


That's great news!

Whilst a simple "copy view from team member" solution would vastly improve the situation, I think the ideal solution would be a centralised view management dashboard for team admins to be able to create and modify a standard set of views for inventory and open order screens, which individual team members could then opt in / out of

Hi Rodney,

with the new Open Orders screen the plan will be for a system administrator to be able to create views which they can share with Users or User Groups. A shared view can not be edited by anyone other than a system administrator. Furthermore, I believe it will also be possible to restrict certain Users or User Groups from being able to define their own views.


regards

Mark

Perfect! What's the timeline on this new open orders screen looking like?


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