Difference between revisions of "Board Maintenance"

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| colspan="4" |  [[Customer_Management#top|Top]]  
 
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| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
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| colspan="4" | &nbsp;[[Board Maintenance#top|Top]]  
 
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Revision as of 12:20, 11 January 2023

BoardMaint main.PNG
Menu > Call Central/Dispatch Board > Form Maintenance
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.
 Top
Filters Tab
 
BoardMaint filters.PNG
Filter by the following:
• Chains
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
 Top
Color Display Tab
BoardMaint colors.PNG
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
 Top
Tasks Tab
BoardMaint mainten.PNG
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to rdit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the task.
Fields
Task Type Task Desc    
 Top
Contacts Tab
BoardMaint copyfrom.PNG
Contacts are managed using the Contact Management form. 
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
 Top