How to Create "Views" in Omega

To start, navigate to the jobs page. On this page you will see several filters listed at the top.

You can also see expanded features by clicking the yellow circle here. You will want to set the filters accordingly for what you would like to see in the view.

For this view, we will select Invoice, the Salt Lake location, and appointment status of On Hold.

Now once these filters are set for the ones that you want, you'll click New View. This will populate with the Save New View option, where you can enter in the view name.

We will set this for Salt Lake On Hold. Once you have a name, click Save.

The view will then be in the list accessible by clicking the arrow to the right of jobs. To access the view, click the name of the View you created.

This tutorial guided you through creating and saving custom views in Omega by selecting filters, naming the view, and accessing it for future use. You now know how to efficiently manage views to streamline your workflow.