Role-Based Default Views

Assign default custom data views for users, both internal and external, based on their roles. Simply choose defaults from your shared organization views to ensure users access role-relevant information across various JobTread features. Default custom views can be selected for several JobTread features including Customers, Vendors, Account Locations, Jobs, Job Budgets, Documents, Tasks, and the Job Schedule. Additionally, choose default tasks and job schedule views for your customer and vendor roles, enabling your customers and vendors to effectively manage their tasks with the help of new task and schedule filters. This update empowers you to tailor data views, improve efficiency, and facilitate better communication with your users.