How to Filter Installers by Trade and Edit Trade Options in MeasureSquare CRM

In this article we will be showing how to use and customize the Trade Filtering option for Installers and Installation Schedules

To Filter by Trade, navigate to Installation Schedules and click on the Trade filter along the top of the schedule

Select the Trade or Trades that you want to filter by in the Drop down, then the system will only show installers that match the selected Trades

To edit the list of Trades you have access to and to edit the Trades attached to an Installer, navigate to the Installers tab and select the desired installer. This will open up an Installer View along the right hand side.

Next, click the Blue Edit button in the top right corner to access the Installer Information page.

From here you can edit the Trades that are assigned to an installer by clicking on the Trades field at the bottom of the information page.

You can also edit the list of Trades by clicking the gear icon to the right of the Trades Field. Clicking the gear icon will open up a pop up that allows you to add new trades and edit/delete existing ones.

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