Board Maintenance

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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