To avoid applying the same filters repeatedly in any list, Gorelo offers a simple way to save your filters in a view. Gorelo provides three types of views:
Universal Views
Global Views
User Views
Universal Views
These views are provided to all MSPs and their users upon signup. They cannot be updated or deleted. Only the following actions are permitted on Universal Views.
View Filters
Set as Default
Hide
Ticket List
On Ticket list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Mine
Mine & Unassigned
Recently Closed
Recently Updated
Unassigned
Unclosed
Client List
On Client list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Active
Archived
Credit Hold
Contact List
On Contact list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Active
Archived
Temporary
Asset List
On Asset list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Everything
Servers
Workstations
Uptime List
On Uptime list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Everything
Offline
Online
Alert list
On Alert list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Critical
Error
Warning
Connectivity
Uptime
Everything
Invoice List
On Invoice list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Waiting
Draft
Waiting to sync
Waiting to send
Waiting for payment
Product List
On Product list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Default Filter
Bundle List
On Bundle list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Default Filter
Contract List
On Contract list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Default Filter
Approve and Invoice
On Approve and Invoice, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Default Filter
Time Spent List
On Time spent list, below are some Universal Views offered by Gorelo to all the MSPs and their users.
Waiting
Global Views
Any user view created by an admin can be set as a global view, making it visible to all users within the MSP. To set a user view as global, click on the three-dot menu present with any user view and select "Mark as Global." An admin can update or delete this view, but users with any other role cannot. These users can only set the view as default or hide it.
An indicator is displayed in the menu after marking a view as global.
User Views
User views can be created by any user of the MSP for his/her self. It won't be visible to any other user of the MSP.
Create a new View
To create a new view,
Click on "Create a View" on any list for which you want to create a view.
Set your filters and provide a name to your view.
Click the "Save" button.
Additional Features
Some additional features for views can be accessed from three dot menu that include
Update a View
Set as default - Every time when application loads, list is filtered as per the view set as default
Mark as Global - Only Admins can see this option on Ticket List
Hide Filters - Available on Ticket list only
Delete
