Difference between revisions of "Board Maintenance"

Revision as of 15:49, 18 April 2024


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.
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Filters Tab

Overview
Filter by the following:
• 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
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Maintenance Tab

Overview
The Maintenance tab is used to format the results grid.
• Add fields from multiple tables
• Set column width
• Set justification
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Copy From Tab

Overview
The Copy From tab is used to clone existing boards.
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@@ Line 74: / Line 74: @@
 | class="headerMainTitles" colspan="4" id="customertaskstab" | Maintenance Tab
 |-
-| colspan="4" style="width: 265px;" | [[File:BoardMaint mainten.PNG|BoardMaint mainten.PNG]]
+| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 92: / Line 92: @@
 | class="headerMainTitles" colspan="4" id="customercontactstab" | Copy From Tab
 |-
-| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
+| colspan="4" style="width: 265px;" | [[File:Form155Img5.png|Form155Img5.png]]
 |-
 | class="navigationTitles" colspan="4" | Overview