As you are moving around on ServiceMonster, you may notice various grids. While each grid contains a verity of information, there are some consistent tools you can use to navigate them.
For our example, I’m going to look at the Account List Page
Here at the top of the grid is a drop-down menu you can use to choose different filters for the list. (Example, Active Accounts, Inactive Accounts, Past Due Accounts, etc.)
You can also use the search bar to search for a specific item on the list.
You can easily filter the list by the different columns or categories by clicking on the category name. You can also click the name more than once to change which direction the items are being filtered (Biggest to smallest verses Smallest to Biggest, or A-Z versus Z-A).
You can resize a column by clicking on the line between it and the column to it's left and dragging and dropping to the left or right to change the column size.
The small square button on the right-hand side is the “More Options” button.
This will open up a menu where you can choose to do the following:
This allows you to create a CSV file of the information on this list.
Clicking on this opens up a menu where you can choose what columns are included.
If you click “Ok” then a CSV file will be downloaded onto your computer.
This will restore the list to its default settings.
Clicking here adds filters onto your grid columns.
You can click on the small filter button and a box will open.
Here you can type in anything you would like to filter that column by.