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Marcelo,
The Route field is actually a field in the Activity table called ActivityGroup. In the Field Services app this field is used to group your activities by assigned routes if you have them in your company. You can also use the ActivityGroup field to group activity records in any other way you please.
- Jason
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Hi marcello,
Can you please clarify as to which sort order and which screen in particular you wish to know in detail about.
- Sam
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How do I change the size of a field after it was created?
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What is "Delete existing occurrences on insert" is use for?
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What would be the best way to schelude a 6 step lawn program?
Recurring?
Projet?
Using item gruoping from quickbooks?
The six steps would have to be on the waiting list, since we do not know the exact day of the application.
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What is the route field in the work orders for?
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Hi Matt,
Unfortunately, there is no button that will pull lead information into an email.
If you are sending the lead information internally, what you could do is set up an activity and then assign it to an employee within your company. Then the employee will see the contact information.
However, if want to send your leads off ...
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Marcelo,
I submitted a ticket with our dev team to try and resolve this issue. In the meantime I can offer a couple ways to work around it. You can either replace the text in the field with a single character to represent a blank field, or you can change the field to the exact same information as the related customer.
- Jason
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Is it possible for me to be able to create, or if there already is, an action or button to pull the lead information into an email or even better make an email template that I can then send to share that information? Almost like outlook does with sharing the contact info in a business card format or something with similar information?
Matt
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