Board Maintenance

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.
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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
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to rdit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the task.
Fields
Task Type	Task Desc
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Copy From Tab
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
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