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Suche &

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Filter

Manuelle Sucheingaben und Filter unterstützen den Anwender dabei, gezielt nach Projekten zu suchen. Der Anwender hat hierbei folgende Möglichkeiten:

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Auswahl der Filter unterhalb des Projektnamens: Der Status eines Projektes oder die Vertriebsregion werden hier dargestellt. Durch einen Klick auf den Status und auf die Vertriebsregion, werden diese als Filter gesetzt und die Auflistung wird aktualisiert (Abb. 1 und Abb. 2). In diesem Beispiel wählt der Benutzer die Verkaufsregion “LP-01-Landpower West” und den Projektstatus “Angebot abgegeben” aus.

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Manuelle Suche über die Suchmaske

  • In der Suchmaske kann der Anwender mit Schlagworten nach Projekten suchen. Projekte, die diese enthalten werden in der Auflistung angezeigt (Abb.1)

Setzen eines Filters über Auswahl eines Labels (WebApp)

  • In der Auflistung der Projekte in der WebApp kann der Anwender durch Klicken auf ein Label (z.B. Auftrag angenommen und bestätigt) dieses als Filter setzen (Abb. 2).

Filter aus der Filterauswahl hinzufügen

  • Mit Hilfe der Funktion “Filter hinzufügen” werden verfügbare Filter aufgelistet und der Benutzer kann Filter hinzufügen. Die Filter werden gesetzt und die Auflistung der Projekte wird aktualisiert.

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  • können vom Anwender gesetzt werden (Abb. 3).

Info

Über das (blue star) Symbol kann der Anwender gesetzte Filter oder Suchwörter zurücksetzen (Abb. 1).

Die Anzahl der gefundenen Projekte werden dem Benutzer im oberen rechten Bereich der SalesApp (Wert in [ ] - Klammern) angezeigt (Abb. 2)erhalten nach einem gesetzten Filter den Hinweis “gefiltert”.

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Sortierung / Gruppierung

Durch Sortierungen und Gruppierungen wird die Auflistung individuell (auf- oder absteigend je nach Auswahl) angezeigt (Abb. 2).

Projektübersicht Drucken

Mittels “Drucken” lässt sich die Auflistung der Projekte (inklusive gesetzter Filter und Sortierungen) ausdrucken.

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Mit dem ToDo Filter kann sich der Anwender gezielt nur die Projekte anzeigen lassen, die mit einem ToDo für ihn versehen sind.

Modul Projekt ToDos → Filtern von ToDos

Sortierung

Über die Sortierung kann sich der Anwender die Projekte auf- oder absteigend in der Auflistung anzeigen lassen (Abb. 4).

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