Difference between revisions of "Board Maintenance"

Revision as of 11:55, 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.
Fields
Customer No	City	Active	Customer Name
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 To Tab

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

@@ Line 17: / Line 17: @@
 |-
 | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
+|-
+| class="headerMainTitles" colspan="4" | Fields
+|-
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
+| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|City]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Active]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 |-
 | colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]