Search
-
I am trying to filter a report using the conditioner editor, but not working for me.
I only want to show activity status completed
I am setting it to be visible, if awser is yes , then show it
(activity status)==Completed
What am I doing wrong?
-
Hello DavidK,
First of all,I apologize for the inconvenience. I am going to create a support case for you and our support team will reach out to you as soon as they can. We appreciate your patience.
Have a great day!
-Inder
-
Noel,
It worked, thanks so much!
-
I created a new tab "update selected work orders" next to the "Activities and Work Orders" tab in the Field Service Customer screen.
The idea is to be able to update several Job Setups at once (work orders series recurrence type)
So far I got the "change status" and "change assing to" working, but I am ...
-
Google calendar is no longer syncing as of September 29 (I think that coincides with the day we had the crash and workaround) Says the credentials for this connection with Google have expired or been revoked.
-
Hi Wentsi,
Try following my instructions below and let me know how it goes. I have tested the same on the stock Customer List screen with success.
Click Edit to enter the Grid Wizard for Contacts and go to Step 3:Filters.
Ensure 'Choose or create a View Name' is set to your default view - this is Shared Active Customer ...
-
Hello Jim,
No, you are not missing anything. This is how the stock screen is configured where it does not allow you to add any comments in the follow up section. The reason behind this is once you set up the follow up, and if you click on the follow up activity, you can see the previous notes of the existing activities. Here is the link to the ...
-
Hello DavidD,
I tested this scenario on the stock invoice screen and I can not see any issue with the Due Date.
Here are the steps I took to test your query and the results produced;
1 - Created an invoice, entered Date 7/1 and Terms Net30. Result = Due Date auto updated to 7/31.
2 - Edited invoice, before saving, by changing ...
-
Hey Noel,
I got to:
Field: Special Type
Field Type: Text
Filter: Contains
Get Value From: Value from Screen
Select Value:Existing Customer Contact List
But I still see the duplicates. I'm not sure how from what I selected or any of the choices would filter out the contact jobs. Thanks!
-
Inder,
My main issue with scheduling follow-up activities using the Schedule a Follow-up option is this: I cannot specify different comments for the follow-up.
For example, I complete an activity for a customer regarding Task A. This activity leads to a follow-up activity of Task B. Using Schedule a Follow-up, I do not see ...
|
|
|