๐ Faster, Smarter, and More Customizable
We are excited to introduce the newly redesigned Route Sheet, bringing faster performance, real-time updates, and enhanced customization to streamline your workflow. This update improves visibility, efficiency, and ease of use, allowing your team to manage ROs more effectively.
๐น Performance & Experience Enhancements
1. Faster Route Sheet with "Live Refresh"
- Enjoy instantaneous updatesโchanges now appear immediately as they happen.
2. Hover for Quick Actions in Table View
- Easier access to customer details: Hover over customer names to contact them directly.
- Copy data quickly: Hover over key fields to copy information instantly.
- Communication pop-up: The Customer Name column includes a hover pop-up for quick communication (can be disabled in 'Settings').
โ๏ธ Customize Your Route Sheet
Tailor your Route Sheet without affecting your teammatesโ views. The new update offers greater flexibility to personalize how you see and manage ROs.
3. Personalization & Layout Control
- Rearrange & Resize Columns: Drag, drop, and resize columns to create your ideal layout.
- Pin & Hide Columns: Keep up to 3 columns fixed while hiding unnecessary ones.
- Sort Columns by Order: Arrange data in ascending or descending order for quick insights.
- Filter & Save Views: Apply filters and save them for faster access to critical ROs.
- Edit Table View: Click "Edit Table View" to customize column order, change the color scheme, pin key data, and adjust status views.
- In "Edit Table View", you can customize how status headers appear in the route sheet:
- Hide or Show Status Headers: Choose whether to display the different status headers in the table.
- Gray or Colored Status Headers: If you choose to display headers, you can set them to appear in gray or in color. This makes the status headers fully customizable to your preference.
๐ New Columns for Better Insights
The redesigned Route Sheet includes new columns to enhance tracking and improve workflow efficiency.
4. New Data Points in Route Sheet
- ๐ฅ Video & MPI Link Columns: Direct access to video and MPI reports without extra clicks.
- โณ Time in Status: Track how long an RO has remained in its current status for better efficiency monitoring.
๐ Need help?
For any questions or support, contact your myKaarma Customer Engagement Manager. Weโre excited for you to experience the improved Route Sheet!
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