Who’s Working Module Enhancements

Results offers greater flexibility and convenience in the Who’s Working module, with enhancements to how Assigned Activity information is displayed and how users manage settings.

What's New?

Default Assigned Activity Display – We added a new Admin setting toggle to the Who’s Working module, mirroring the existing setting in the Calendar module. This setting lets administrators control the information displayed for the Assigned Activity. The toggle is off by default and supports the following fields:

  • Activity #
  • Activity Type
  • Activity Subject
  • Activity Status
  • Sales Order Group Name— Displays the Linked SO Group Name

Save Settings as Default – The Who’s Working module now includes the ability to Save Settings as Default. This lets users save their preferred column settings and filters, so they apply automatically, reducing the need to reconfigure the module each time.

Why This Matters?

  • More Control Over Activity Display – Administrators can customize the information shown for Assigned Activities based on the needs of their team.

  • Improved Visibility – With options such as Activity Type, Subject, Status, and Linked SO Group Name, users can quickly identify relevant activity details directly from the Who’s Working module.

  • Personalized User Experience – The Save Settings as Default option allows users to maintain their preferred configuration for a more consistent experience.

  • Reduced Reconfiguration – Users no longer need to repeatedly adjust their Who’s Working settings, helping streamline daily workflows.

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