Period, presets, tags and filters

In different modules in Rentman you have options to create the right selection of items you want to see. The selection options are largely similar for the different modules. In this article we will explain what the different selection option mean and how you can use them.-

The selection options period, labels and filters make it flexible to create the right overview. Presets make it easy to save a set of selections so it can be used with a single click in the future.
The selection shown depends on the selection options, the information shown depends on the columns in the list. The lists have default information columns sorted and grouped in a certain way, you can easily edit this.

Period

Period is a selection of dates. Select the start- and end-date between which the selection should be. With the 7 and 31 buttons you automatically enter a selection of one week or one month after the startdate. With the no date  button all the projects with no date will be shown. 

Preset

A preset is a combination of tags and filters added automatically after clicking a preset. Create a list of useful presets to help you get your to-do list or overview with a single click. A list of helpful presets is also connected to the information on the dashboard. A list of presets for each module can be managed separately, click on 'Save selection as preset' after adding filters and tags to save a preset. To delete or change the name of a preset click on the gear button and then on the cross or pencil next to the preset you want to edit or delete.

An example of a preset is a selection of all projects that need to be invoiced with the filter for 'all confirmed projects' and a filter for 'ready for invoicing'.

Tags

Tags are labels that are added to an item. Tags can be added to project, equipment, contacts, crew members, vehicles, invoices and tasks. When selecting a tag in the selection the selection will be limited to items with the tag. All tags added for the items of a module are visible and can be used for the selection by clicking them.

Examples of tags are regions (region A, region B) and high priority customers (high priority, low priority) for contacts, weight classes (truck, van, car) for vehicles and competences (audio technician A, truck driver license) for crew members.

Filter

Filter are rules the selection has to follow. Click on the +, select a filter and click on add to add a filter for your selection.

Examples of filters are 'all confirmed projects', 'all projects of accountmanager X', 'all projects with equipment shortages', 'all contacts with open tasks', 'all projects with unplanned crew functions' and 'all equipment with repairs'.

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