Difference between revisions of "Board Maintenance"

Revision as of 15:52, 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 To Tab

Overview
The Copy From tab is used to clone existing boards.
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@@ Line 90: / Line 90: @@
 |-
-| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy From Tab
+| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy To Tab
 |-
 | colspan="4" style="width: 265px;" | [[File:Form155Img5.png|Form155Img5.png]]