Difference between revisions of "Mobile Custom Forms"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
 
(2 intermediate revisions by the same user not shown)
Line 6: Line 6:
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
+
| colspan="4" style="width: 265px;" | Mobile Call Board > Select a job > Click the Forms Button
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | Custom forms provide the ability to create forms for specific job types and services.  The forms can be attached to the job at the job level, the work order level, or the dispatch card level.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Job Forms
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Work Order Forms
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Dispatch Forms
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
 
|-
 
|-
 
| style="width: 265px;" | &nbsp;
 
| style="width: 265px;" | &nbsp;
Line 32: Line 22:
 
| style="width: 432px;" | &nbsp;
 
| style="width: 432px;" | &nbsp;
 
| style="width: 446px;" | &nbsp;
 
| style="width: 446px;" | &nbsp;
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sample Form
 
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sample Form
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | [[File:MobileCustomForm 1400x264.png|Custom Form]]
 
| colspan="4" style="width: 265px;" | [[File:MobileCustomForm 1400x264.png|Custom Form]]
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

Latest revision as of 06:51, 28 June 2023

Navigation
Mobile Call Board > Select a job > Click the Forms Button
Overview
Custom forms provide the ability to create forms for specific job types and services.  The forms can be attached to the job at the job level, the work order level, or the dispatch card level.
• Job Forms
• Work Order Forms
• Dispatch Forms
       
Sample Form
Custom Form
 
 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Mobile_Custom_Forms&oldid=2484"