Difference between revisions of "Board Maintenance"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| class="navigationTitles" colspan="4" id="top" | [[File:Customer ccexpress.png|Customer ccexpress.png]]
+
| class="headerMainTitles" colspan="4" | Main form for Daily Call Center
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Navigation
+
| colspan="4" id="top" | [[File:BoardMaintmain.png|BoardMaintmain.png]]
 
|-
 
|-
−
| 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" | Menu > Daily Call Center > Click the Maintenance button
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | 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;" | The Manage Forms tab is used to add new forms and edit existing forms.
 
|-
 
|-
−
| 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>&nbsp;Forms marked private are only available to the creator.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked default will be used to create the map on the dashboard.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
 
|-
 
|-
−
| 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;Color Position are form based. Colors must be assigned here for color positioning to display propery on the board.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#callboards_FormName|Form]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PastDuePosition|Past Due Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_DueWithinPosition|Due Within Position]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PriorityPosition|Priority Code Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_JobTypesPosition|Job Type Position]]
 
|-
 
|-
−
| style="width: 265px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_StatusCodesPosition|Status Code Position]]
−
| style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" |  
−
| style="width: 432px;" | &nbsp;
+
&nbsp;
−
| style="width: 446px;" | &nbsp;
+
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| class="headerMainTitles" colspan="4" | Main form for Call Central and Dispatch Board
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
+
| colspan="4" id="top" | [[File:BoardMaintenanceMainCC.jpg|BoardMaintenanceMainCC.jpg]]
−
| 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="navigationTitles" colspan="4" style="width: 1400px;" | Navigation
−
| 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]]
+
| colspan="4" | Menu > Call Central/Dispatch Board > Form Maintenance
−
| 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="navigationTitles" colspan="4" style="width: 1400px;" | Overview
−
| 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]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Color Position are setup using the Color Display tab.
−
| 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="headerMainTitles" colspan="4" | Fields
−
| 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: 265px;" | [[Glossary#callboards_FormName|Form]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
−
| 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;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+
| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:14SelectBoardFilters.png|14SelectBoardFilters.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | 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.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
−
|-
 
−
| 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;Use the More drop-list to Search for an existing site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Chains
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Customer&nbsp;
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Priority
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Salesperson
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Servicer
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Service Type
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Status Code
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Job Type
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
+
| class="headerMainTitles" colspan="4" id="customersitesTab" | Color Display Tab
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:Form155Img3.png|Form155Img3.png]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" style="width: 265px;" | [[File:15Colorfilters.png|15Colorfilters.png]]
−
|-
 
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
 
−
|-
 
−
| 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;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 
−
|-
 
−
| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| colspan="4" style="width: 265px;" | The Color Display feature assists users with job identity. Colors can be defained based on the following:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Past Due
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Due Within a specific amount of time.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Job Types
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Priority
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Status Code
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
+
| class="headerMainTitles" colspan="4" id="customertaskstab" | Maintenance Tab
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:16JobLabelSiteorNumber.png|16JobLabelSiteorNumber.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
+
| colspan="4" style="width: 265px;" | The Maintenance tab is used to format the results grid.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add fields from multiple tables
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set column width
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set justification
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
+
| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy To Tab
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:Form155Img7.png|Form155Img7.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job 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;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| class="headerMainTitles" colspan="4" id="customercontactstab" | Work Hours Tab
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
 
 
|-
 
|-
 +
| colspan="4" style="width: 265px;" | [[File:18WorkHours.png|18WorkHours.png]]
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Work Hours are used to define the working hours for the board.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

Latest revision as of 10:57, 22 July 2024

Main form for Daily Call Center
BoardMaintmain.png
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
BoardMaintenanceMainCC.jpg
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
14SelectBoardFilters.png
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
 Top
Color Display Tab
Form155Img3.png
15Colorfilters.png
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
Form155Img4.png
16JobLabelSiteorNumber.png
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
Form155Img7.png
Overview
The Copy From tab is used to clone existing boards.
 Top
Work Hours Tab
18WorkHours.png Overview
Work Hours are used to define the working hours for the board.
 
 
 
 
 
 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Board_Maintenance&oldid=3178"