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Thank you for the reply.
I will look at the links you sent. As far as the calendar - they are using Outlook. I appreciate the tips and will keep that in mind for future clients.
Annette
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Thank you Ashur.
I will watch the webinars and see what I can do.
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Sorry, my apologies. I misread your original post.
You can find the grid by going to Field Service Center > Work Order List. This will list all of the existing work orders. From there you can use Filter by view and setup the date range to the work orders you want listed.
Could you try from that screen and see if the ...
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Hi VARC_Annette,
What you're looking for is going to include some pretty involved customization. One way I'm thinking about accomplishing this is by customizing or creating a new table and use your own custom screen, but to limit some items from view for certain employees would take you quite some time, plus you can potentially mess ...
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[quote user="Innovative"]also our calender speed is VERY SLOW especially after 4pmest every day[/quote]
Calendar speed is determined by the number of objects on the calendar, if you've got lots of objects on a calendar then it may be slow depending. Do you have more objects on screen after 4pm? This could be the reason ...
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Hi Annette,
[quote user="VARC_Annette"]1. Can you export it to Excel o CSV?[/quote]
There is no button to export on the calendar page but you could add an Export Grid to Excel button to the Work Order List screen. It would be preferable to export from a grid since we have an action built specifically for this - ...
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I dont see an option to pull up mapping addresses by a grid? we are using the factory Calendar screen cllicking map on day view with one user. all appts on calendar are in order by date
when they go to mapp they are not in order. where else can i do this other than the calender
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I have created a html email template. I need to know where to upload the images and how to reference the path in the img src tag.
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I have moved the e-mail standard field onto the work order screen. There is an e-mail address in the customer file I an testing, but the data is not showing up in the e-mail field on the work order. I have done this for other fields and the data shows up. I am not sure what else I should check. I have not added any filters ...
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I've tested the mapping feature for Chad. It works as it's supposed to.
Perhaps by order scheduled, do you mean the scheduled due date? You can click on the Due Date End column and it will sort the work orders by the due date. This goes for any column in the grid.
You can then click the mapping feature and it will map according to ...