How to use filters to customize your Installation Schedule in MeasureSquare CRM
This article will guide you through how to use filters to customize your installation schedule in MeasureSquare CRM.
Navigate to the Installation Schedules section under the Installations menu on the left sidebar. This will display the schedule view where you can apply various filters to display only the information you need.
Adjust the timeline view using the Day, Week, Timeline Week, or Month options to customize the time frame of the schedule view. This helps in visualizing the schedule over different periods of time.
Navigate to the Installation Schedules section under the Installations menu on the left sidebar. This will display the schedule view where you can apply various filters to display only the information you need.
- Installer dropdown menu to select the specific installer whose schedule you want to view. This filter allows you to narrow down the schedule to individual installers.
- Trade dropdown menu to filter the schedule based on the type of trade. This helps in organizing schedules according to specific trade requirements.
- Subcontractor dropdown menu to filter schedules by subcontractors. This is useful for managing subcontractor-specific tasks.
- Team dropdown menu to view schedules for specific teams. This filter is beneficial for team-based scheduling.
- Project dropdown menu to filter schedules by project. This allows you to focus on schedules related to particular projects.
Adjust the timeline view using the Day, Week, Timeline Week, or Month options to customize the time frame of the schedule view. This helps in visualizing the schedule over different periods of time.
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