We’d like to see the ability for dealers to pick which filters show on which pages as well as re-label them as it would be applicable to how they need too. Some filters we currently have, are not useful to us, while there could be some others we’d like to see added.
Ex: We do not use the base model filter and would like to see product family, PIN type, ect that we have in model admin.
Priscilla Fuentes
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Planned - to be scheduled
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Planned - to be scheduled
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Planned - to be scheduled
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Planned - to be scheduled
from Kelly:
Ideally, I’d like the ability to manage and customize our filters. There are some there that we currently have hidden because we don’t utilize them. I think the majority of fields that live within the deal details should be able to be used as a filters. Ex: the invoicing coordinator field – this group is probably our highest user of COTI and I’d like to give them the ability to filter down to see only deals they are assigned to. Another great thing would be to filter down to show only deals with trades (there is a Yes/No indicator on the equipment page in deal details.), or even if the deal is Tax Exempt or not. There is various other types of filters that we would find useful while other dealers. My thought is that this would somehow be part of the configurator so each dealer has the ability to customize their filter view. As far as how they use them, a multi-select option would be AMAZING but it may be its own enhancement (might even be one we created?).