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How can I change the price on all occurrences from a series? The software that use now when you edit the series, the changes affect all the ocurrences, what is the point of editing the series then?

That worked great, thanks

Thank you

This is an easy one! :) Go to the Customize>Tab Groups tab link  Click Edit on the CRM tab group Skip to Step 2 of 3 Click the Tab: dropdown and add the Field Services Center tab You may also move it from this screen to where ever you like in your CRM tab group.  - Jason

Can the ocurrence due date be change to show, "Tues-Apr-16-2013" intead of "Apr-16-2013-02:14pm

This will work for sure!  Add a checkbox object and the Sort Order field to the Update Selected Work Orders… section of the FieldService_WorkOrderList screen. Next you need to add actions to the Update Selected Work Orders… button to actually update the Sort Order field in the table. Take a look at how the ...

Is it possible to have the crm and field services all in one screen? We only have one user right now, and I think that will be a lot easier if I dont have to switch between the two of them.

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 ...

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 ...

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.