Tool Connect™ Site Manager supports custom columns and fields to allow for more flexibility when you are setting up your account. You can have up to eight custom columns/fields on one account. Custom columns can only be created or removed by the Owner or an account Administrator.
1. From the 'Inventory’ , click on the search field.
2. Click the "Search Assets" field. Enter a tool keyword description, inventory number, category name, etc. Hit "Enter" to narrow your results and find what you need. Any relevant results will be displayed.
3. To clear your search and return to your full Inventory list, click the ‘X’ next to the search term to view all items in your inventory.
4. Use the site manager drop-down menu next to the search field to select the inventory type you're looking for - "All Inventory," "Bulk," "Regular," or "Consumable." Click the check box to narrow down your search results and find what you need.
5. Next, click on the ‘Columns’ menu on the far-right hand side of the screen. A list of columns will be displayed. You can check or uncheck the checkboxes to show or hide the field from the dashboard.
6. At the bottom of the list there is a blank field with the option to ‘Add a new column’. Type in the name of the column then click ‘Add’ to confirm.
7. If you wish to rename the column click on the pencil to update the name.
Join our Community!
We are excited to continue the discussion about Site Manager in our community forum. Contribute ideas, make suggestions, and discuss with other like minded asset managers. Click here!
Comments
0 comments
Please sign in to leave a comment.