Board Maintenance

Main form for Daily Call Center
Menu > Daily Call Center > Click the Maintenance button
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.
• Color Position are form based. Colors must be assigned here for color positioning to display propery on the board.
Fields
Form	Board Type	Private	Default
Past Due Position		Due Within Position
Priority Code Position		Job Type Position
Status Code Position
Main form for Call Central and Dispatch Board
Navigation
Menu > Call Central/Dispatch Board > Form Maintenance
Overview
• Color Position are setup using the Color Display tab.
Fields
Form	Board Type	Private	Default
Top
Filters Tab
Overview
Filter by the following: The Assigned/Not Assigned buttons are used to isolate filter types that are either included or excluded from the form filters.
• Chains
• Customer
• Priority
• Salesperson
• Servicer
• Service Type
• Status Code
• Job Type
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Color Display Tab
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
Top
Maintenance Tab
Overview
The Maintenance tab is used to format the results grid.
• Add fields from multiple tables
• Set column width
• Set justification
Top
Copy To Tab
Overview
The Copy From tab is used to clone existing boards.
Top
Work Hours Tab
				Overview
Work Hours are used to define the working hours for the board.