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Angelo,
The company is a home inspection business. The field service module is where we primarily live. There is only 1 customer per work order when the company is hired; however, there are several specific relationships that need to be tracked for each job/work order, including:
Buyer (the customer, can be a person or an ...
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Good question, but no need to worry. You can change the label/caption of the field on the screen as you please, the actions associated with that field will show the updated label name. You can confirm this yourself by changing the caption of one field, e.g. rename Employee / Vendor 1 to Foreman. Once that's done go to one of ...
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If I change the label in the fields, will that affect any of the actions?
For example if the employee/vendor1 is change to foreman, and the employee/vendor2 is change to employee2.
Because I know that in the enter time screen there actions to autofill those fileds, I think.
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Hi Andy,
When your CMS pages loads you can have it fire a request to the API for the data you need, then display the data to the user.
Daave
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I think that best for me will be to filter the grid with the work orders I want, select the ones I want to change and have a botton in the update selected work orders.
Will this work?
And can you guide me with the actions needed?
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I'm not sure I understand your answer.
To clarify - here's my setup:
"Mobile Users A" tab Group
"Mobile Users B" tab Group
The standard "Mobile Users" tab group still exists. Do I need to delete this? Uncheck "Show" for all the screens in it?
Each group (A or B) has 3 common ...
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Hi Mike,
If you have multiple Mobile tabs in the Mobile Users tab group this can happen if they contain the same screens.
- Adam
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Yes. You can assign any Sort Order value to any series or occurrence. However, we currently do not have a default button to assign a Sort Order value to all of the work orders from a specific customer.
I would suggest filtering your work order grid by the Customer that you would like to change and then manually changing ...
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The drop-down box that contains the various tabs to select in the mobile environment contains 2 copies of each tab for managers (and above). Is there any way to get rid of this? I checked the roles assigned to one of the managers, for example, (using "Customize>>Users") and "Manager" and "Staff" were ...
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We have a client that uses a CMS (CS Cart) to allow customers to purchase online. Is there anyway of publishing up to date inventory levels on the CMS using the API?
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