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add/ edit work order

Last post 12-23-2011 3:23 PM by Anonymous. 1 replies.
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  • 12-23-2011 1:13 PM

    add/ edit work order

    Reply Contact

    I need to make changes to the add/edit work order form in the scheduling and invoicing section.  I am trying to add and edit fields, where do I make those changes?

  • 12-23-2011 3:23 PM In reply to

    Re: add/ edit work order

    Answer
    Reply Contact

    Here are the steps you’ll need to follow to edit that screen.

    1. Click Customize > Screens.

    2. Scroll down until you find the screen called “SchedInc_AddEditWorkOrder”.  When you hover your mouse over the screen, you’ll see a “Copy” option appear on the left.  Click the Copy icon.

    3. Click Next.

    4. Click Next again.  

      If you’d like to change the screen name to something different, you can.  I usually name my screens SchedInv_AddEditWorkOrder-BK-Dec-23-2011.  This way I know the date I made the copy.

    5. Click Finished.


    I’d advise before you start jumping into the deep end of the pool and making edits to the screen, watch the webinars to learn how to customize.  


    Have a fantastic holiday!


    Danny
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