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    Set Up Preset Views
    • 14 Apr 2024
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    Set Up Preset Views

    • Updated on 14 Apr 2024
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    Article Summary

    Save filters and column settings in Dispatch and Planning so that you and members of your team see only the most relevant data for the job you're doing at the moment. 

    For example, set a “Morning Shift” view that displays only the orders whose time windows are between 7am-12pm or an “Urgent” view that displays only VIP orders that are also late.

    Note
    View settings only apply to the specific page in Bringg for which you set it.  Since column and filter options vary per page, create separate view options for each page you use.

    Before You Begin

    • Ensure you have a user account of type Admin (or Dispatcher).
    • Determine what order information you and other members of your team need to see when.

    Procedure

    Step 1: Open Bringg and navigate to Planning, Dispatch > List, or Dispatch > Map.

    Step 2: Customize your view as you wish, setting the filters, column selection, and groupings that best suit your goal.

    For example, to view the next day's orders that are finished planning, filter to see only tomorrow's orders, and then make sure activate display of the Done Planning column.

    Note
    You can customize columns only from the Planning and List screens.

    Step 3: Preserve the filter, column settings, and groupings to be able to use them for that screen in the future.

    1. Select View > Save as View.
    2. Name the view.  For example, in the example above, name the view "Tomorrow's Orders".
    3. Select Save View.

    Step 4: (Optional) Adjust your saved views.

    To...Do this...
    Change the filter, columns, or groupings of a saved view.
    • Select the applicable view from your view menu.
    • Adjust the filters, columns, and groupings as you wish.  The adjusted view displays in the menu as Edited.
    • To preserve the adjusted settings with the original view name, select Save. 
    Undo temporary changes you made to a view.
    • Select Reset from the view menu.
    Rename a view.
    • Select Manage views from the view menu.
    • Edit the name of the view
    • Select Done.
    (Admins only) Make a view available for all members of your team to use.
    • In Manage views, select the monitor icon next to the view you wish to present to all users.  
    Erase a view from your menu.
    • In Manage views, select the trash icon to delete the view.
    Warning
    (Admins only) Deleting a view that you presented to all users will delete it from their menus as well.


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