Modifying Your View of the RepairLink Overview

KB Article #6413

RepairLink lets users quickly adjust their view on the Overview window, providing faster access to transactions needing updates and helping track new quotes and orders for your dealership.

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Are you missing transactions on the Overview window? 

1. Once applied, the transaction filter will remain in place until cleared. An active filter will be indicated on the Overview.
   

Note: Archived transactions will be available for 12 months after archiving and are then permanently deleted.

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Modifying Your View of the Transactions List

By default, all transactions are shown on the Overview window. There are three ways to modify your list.

Click an option below to get started: 

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  1. Search for transactions using keywords from the Vehicle Description, Transaction ID, Submitted By, or Purchase Order Numbers (PO#).
     
  2. Click Clear Search to return to the All Transactions list.
     
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  1. Click the Filter Transactions drop-down from the menu. The following options are available: 
     
     1. All
     2. New
     3. Pending
     4. Opened
     5. Working On
     6. Responded To Buyer
     7. Submitted For Reimbursement
     8. Completed
     9. Canceled
     10. Backorder Pending
  2. The Overview will refresh, and only transactions with the chosen status will be visible. Once applied, the active filter will be indicated on the Overview.
     
  3. To view all transactions again, choose All from the Filter Transactions drop-down.
• Transactions are ordered by the newest submission date. Click on the column name at the top to sort by a different category, such as Status, Transaction ID, PO#, Vehicle Description, Submitted by,  or Last Modified date.