Main List of Guarantees (C-LPG-EN)
Main List of Guarantees (C-LPG-EN)
In the Guarantees list, we have the main information for all the guarantees we are managing. We can sort by columns such as dates or status. We will have pagination options and some useful usability features.
To access, from the menu on the left we have the Guarantees option; if we click there, the list will open.
At first glance we have a list with a series of fields
- ID, Office Name, Claim No., VIN, Creation Date, Last Status Update, Order No., Odometer, Campaign Code, Date Received, Date Accepted, Warranty Type, Brand, Amount Requested for Labor, Amount Requested for Parts, Amount Requested for External Services, Amount Requested for Other Services, and Status.
Important functionality: To see the warranty details, click on that warranty in any field.
As we have discussed, it is possible filterFor some columns that interest us, for example the filter column, in which if we click on the funnel at the top of the column, all the states will appear and we can select one of them, immediately the list will be reloaded filtering all the guarantees only by that state.
In all the columns that display a funnel, we can click on it and filter.
Filter by date: we will click on the funnel in the header of the date type column, for example Creation Date and we will be able to select a date range.
Sort columnsThe list displays a default column order, but you can rearrange them as needed. To do this, select the header of the column you want to move and drag it to the desired position.
Pagination: In the lower right part of the list we will have the option to show the following guarantees, go to the end, go back or to the beginning with the indicators |<, <, > , >| .
We can also choose the number of guarantees to be displayed: 50, 100 or 250.
To view all the guarantee columns, we have a horizontal scroll bar at the bottom of the list that allows us to do so.