New filters in the Appointment list

New filters in the Appointment list

We have added new filters to the 'Updated by' column. You can filter by 3 (or 4) criteria.

Where can you find the filters?

Navigate to ‘Updated by’ in the Appointment list. Click on the small arrow to open the dropdown.



Meaning filters

Updated by: which user made the last status update on the work order.
Customer Owner: which user put the car in shop.
Receptionist: which receptionist made the last status update on the work order.

Do you use a planning system like PlanIT or 1iAutomotive? Then you can also filter by 'Assigned to'. This allows you to see which mechanic the work order has been assigned to.


    • Related Articles

    • Navigating the main page (appointment list)

      By default, the appointmentlist opens as soon as you log in. Here the following appointments are shown: Appointments with todays date Pinned appoinments Appointments with where a check-in is answered with accepted extra services or a customer remark ...

    • Appointment details activities log

      This feature allow you to access and review all activities happening on a appointment/workorder. Prerequisite Only users with the dealer admin role can access this feature. How to access it You can access the log on the appointment details page as ...

    • Using icons filters

      Purpose: The icon filters on the appointment list are useful to filter in or out any workorder/appointment with one of the five following notifications: :The dollar sign can be used once the customer has paid. :The star can be used when it is a VIP ...

    • New release information on Claire desktop version

      See what's new for the desktop versions of Claire. Features and announcements are listed in the order of monthly updates. Updates 2025 V7.61 Claire update 12 February Hide Unnecessary Warranty Types Dealer admins can now also manage which warranty ...

    • Changing the appointment listed on main page

      Purpose This new feature allows users to have a better overview of the appointment for the selected period. Prerequisite In order for it to be activated by the user, your location needs to have been configured. Simply contact us at ...