How does it work? – Search and Filtering

How to Effectively Use Search and Filters in Serwico

Welcome to another Serwico tutorial! In this guide, we’ll show you how to easily use the advanced search and filtering features, significantly speeding up your daily work.

1. Searching Within the System

Most tabs, such as the orders list, maintenance, or customers, have their own dedicated search feature, allowing you to quickly find data specific to that tab. Additionally, Serwico includes a global search feature located in the top-right corner of the screen, accessible from anywhere in the system. With this global search, you can simultaneously search across multiple lists. You can search for:

• Order IDs,
• User names,
• Customer or facility names, or Tax Identification Numbers (NIP).

2. Filtering – Quick and Effective

Another highly useful feature is filtering, allowing you to quickly narrow down data views according to your immediate needs. How to create a filter:

1. Go to the “Orders” tab and click on “Filters.”
2. Set your desired conditions, e.g., order status contains “Completed.”
3. Click “Save Filter,” enter a name, and check the option “Show as button.”
4. Confirm by clicking “Save.”

Advanced Filters: Filters can also be more complex. For example, you can configure a filter to:

• Select orders with the status “In Progress” and “Problem,”
• Assign them to a specific technician.

Set appropriate filter conditions, such as the order status “In Progress” and “Problem,” and then choose the specific technician’s name from the displayed list.

3. Saved Filters and Management

Saved filters are extremely helpful because they allow you to quickly switch between your most frequently used views, such as:

• Only new orders,
• Only maintenance tasks requiring verification.

Managing filters: Under the “Manage Filters” button, you can easily rearrange filter buttons and set a default filter that will automatically activate when entering a specific list. Thank you for your attention, and we invite you to regularly use the search and filtering features in Serwico! Your work will become even faster and more efficient.