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This question is somewhat related to this thread about Sort Orders.
The line items of each occurrence are not automatically copied from the series. The reason for this is because you may not have the same line items for each occurrence. When you do copy the line items from the series however, the occurence is broken from the ...
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Mike,
You should be able to get around this by assigning each user to a specific tab group. For example, if user1 and user2 have access to the Mobile Users A tab group, they'll see those screens. If user3 and user4 have access to the Mobile Users B tab group they'll see those screens. What you have to make sure is ...
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Thank you for the additional information, fmf7.
I have a few followup questions for you:
1. With respect to the "roles" for work orders: are you looking to add them to a work order simply as reference for that job or did you want to perform additional functions such as scheduling? This is important to know, as scheduling ...
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Hi Marcelo,
You can change the date to a few fixed formats but unfortunately not the format you requested. If you click the Advanced options on the date field when editing the grid you can switch from Date, Time, or Date and Time.
What you can do is use the Date Function action to populate a new field with the day of the week, if ...
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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?
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That worked great, thanks
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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
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Can the ocurrence due date be change to show, "Tues-Apr-16-2013" intead of "Apr-16-2013-02:14pm
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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 ...