Board Maintenance
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| Navigation | |||
| Menu > Call Central/Dispatch Board > Form Maintenance | |||
| Overview | |||
| The Manage Forms tab is used to add new forms and edit existing forms. | |||
| • Forms marked private are only available to the creator. | |||
| • Forms marked default will be used to create the map on the dashboard. | |||
| • Form removal cannot be reversed. | |||
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| Filters Tab | |||
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| Overview | |||
| Filter by the following: | |||
| • Chains | |||
| • Customer | |||
| • Priority | |||
| • Salesperson | |||
| • Servicer | |||
| • Service Type | |||
| • Status Code | |||
| • Job Type | |||
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| Color Display Tab | |||
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| Overview | |||
| The Color Display feature assists users with job identity. Colors can be defained based on the following: | |||
| • Past Due | |||
| • Due Within a specific amount of time. | |||
| • Job Types | |||
| • Priority | |||
| • Status Code | |||
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| Maintenance Tab | |||
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| Overview | |||
| The Maintenance tab is used to format the results grid. | |||
| • Add fields from multiple tables | |||
| • Set column width | |||
| • Set justification | |||
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| Copy From Tab | |||
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| Overview | |||
| The Copy From tab is used to clone existing boards. | |||
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