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<div class="wp-block-reyrey-js-column"><!-- wp:reyrey-js/paragraph {"content":"The \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eShop View\u003c/span\u003e screen in the Service application has many bells and whistles – some you may not know about. Over the next few months, we’re going to dive into the many hidden gems of the Shop View screen so you can get the most out of ERA-IGNITE."} /-->
<!-- wp:reyrey-js/paragraph {"content":"\u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eHidden Gem #1: Saved Views \u003c/span\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"Shop View consolidates multiple screens into one. Whether you are a service manager, advisor, or technician, you can use Shop View to monitor different activity from a single screen and customize and save criteria to streamline finding information."} /-->
<!-- wp:reyrey-js/paragraph {"content":"To get started, you must first enter your search criteria. Entering criteria narrows down your search results so you only see the desired information."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Let’s say you want to view appointments and open ROs for a specific advisor. Begin by setting the \u003cem\u003eDate Range\u003c/em\u003e. Since you want to save the view, you should use variable dates. This allows the report to be updated with current information each time you access it, rather than reporting on a static date. Select the calendar icon to choose the date range."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"When the \u003cem\u003eVariable Date\u003c/em\u003e window displays, select an option from the Variable Date section at the bottom of the window. If you are requesting information on the current day, choose the \u003cem\u003eCurrent Date\u003c/em\u003e option. If you are requesting information on an extended period of time, choose any of the +/- options. For this view, enter \u003cem\u003eCurrent Date \u003c/em\u003efor both the From and To fields. This displays all ROs opened and appointments for the current date."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once the date is selected, you can identify which \u003cem\u003eDepartment Types\u003c/em\u003e or \u003cem\u003eBill Types\u003c/em\u003e you want the results to include. Leaving the options unselected automatically includes all departments and bill types. For this view, select \u003cem\u003eService\u003c/em\u003e and \u003cem\u003eOne-Step Service \u003c/em\u003e(if your dealership has the One-Step Service license activated)."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Shop View can also limit results by advisor and technician. This is useful for advisors who are keeping track of their ROs and appointments. For this view, we selected Kevin as the advisor."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"\u003ca href=\u0022http://fuel.reyrey.com/wp-content/uploads/2019/06/7.jpg\u0022\u003e\u003c/a\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"To search for open or upcoming appointments, select \u003cem\u003eOpen\u003c/em\u003e under the \u003cem\u003eAppointments\u003c/em\u003e section. To search for customers who missed their scheduled appointment for follow-up purposes, select \u003cem\u003eNo Shows\u003c/em\u003e. Leaving this section blank includes all appointments."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"The \u003cem\u003eRepair Orders\u003c/em\u003e section narrows your search results by limiting the results to RO status. \u003cem\u003eROs Only\u003c/em\u003e filters results to show open ROs, so leaving this section blank includes all ROs regardless of their status."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once the criterion is entered, select \u003cem\u003eSearch\u003c/em\u003e (F5) to process the search. Here is what the criteria would look like for this saved view:"} /-->
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<!-- wp:reyrey-js/paragraph {"content":"The results display in multiple columns that you can move around to view what you consider most important. To move a column, left click the column heading you want to move. While holding down the mouse button, drag the column to its new location and then release. Keep in mind that customization carries over to other views, even if you have different criteria. For this example, move the \u003cem\u003eHome Phone \u003c/em\u003ecolumn next to the \u003cem\u003eCustomer Name \u003c/em\u003ecolumn, so contact information is easily accessible."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"You can also organize the search results by sorting the columns to make ROs easier to find. Left-clicking once on a column heading sorts the results by that heading in ascending order; left-clicking a second time sorts the results in descending order. For example, sorting by \u003cem\u003ePromise Date/Time\u003c/em\u003e shows which ROs are closest to missing their deadline."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once you have your results displayed how you want, save the view by selecting \u003cem\u003eSave\u003c/em\u003e (F10), entering a \u003cem\u003eView Name\u003c/em\u003e, and selecting \u003cem\u003eSave\u003c/em\u003e (F12)."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"You can see the view you just saved in the top right corner of the window. The next time you come into Shop View, you can use the lookup to find your saved view and review your results even faster!"} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Shop View is full of hidden gems! Stay tuned for the next article to see what else is in store."} /-->
<!-- wp:reyrey-js/paragraph {"content":"For more ERA-IGNITE training opportunities, visit reyrey.com/training or contact the Reynolds Software Education department by emailing \u003ca href=\u0022mailto:SED@reyrey.com\u0022\u003eSED@reyrey.com\u003c/a\u003e or calling 937-485-1700."} /--></div>
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