Difference between revisions of "Board Maintenance"

Revision as of 12:36, 11 January 2023

BoardMaint main.PNG
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.
Top
Filters Tab

Overview
Filter by the following:
• Chains
• Customer
• Priority
• Salesperson
• Servicer
• Service Type
• Status Code
• Job Type
Top
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 From Tab

Overview
The Copy From tab is used to clone existing boards.
Top

@@ Line 96: / Line 96: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+| colspan="4" style="width: 265px;" | The Copy From tab is used to clone existing boards.
-|-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
-|-
-| 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" | &nbsp;[[Board_Maintenance#top|Top]]