Re: Customization

Method_Justin — Mon, 12 Jan 2015 14:46:15 GMT

Hi Marcelo,

It sounds fine to me, but I can't say for sure since I don't know how you've set up your actions. Your best bet would be to test it for as many situations as you can, to really put your actions to the test. You could also hire a member of our Professional Services team to do testing for you, let me know if you'd like to and I'll have your account manager reach out to discuss.

- Justin

Customization

Marcelo11756 — Sat, 10 Jan 2015 16:22:41 GMT

I have done some customization. and I was wondering if you can tell me if I am in the right path or if I will run into problems in the future

I have all my equipment in QB as fixed item assets, so I created a screen based on the fixed item assets table and added new fields to better classify the equipment (make, model, year, etc)

I linked (I think) the activities table with the fixed asset table to be able to create work orders.

I modified the add edit work orders screen, adding a dropdown field based on the fixed asset item name to be able to choose a particular piece of equipment.

When I create a new work order (oil change, tune up, etc) I select a phoney client, and then select the equipment that the service is performed on, enter all the info for the service and save and close.

It is working fine for me, I am able to record services and see history for each piece of euipment we have, but I want to make sure that I am not causing any problems behind the scene.

Any comments would be apprecieated.

Method:Classic General Q&A

Re: Customization

Customization