Search results by user ID 4767

Selecting Work Orders to Print

creativerootsgroupltd — Mon, 14 Feb 2011 21:38:16 GMT

We have set up a couple of custom Work Orders in the system using a data set of custom fields that we have added. When we select a Work Order and choose Print, it automatically generates the default Work Order.

Is there a way to remove the default so that when we print a WO, we can choose from a list of available WO's?

Thank you,
Tammy

Re: Too Many Decimal Places

creativerootsgroupltd — Wed, 09 Feb 2011 20:13:53 GMT

Yes I have noticed the samething as well througout the system.

[quote user="pdirect"]

On few of the screens in Method (that we have not customized), we are seeing 5 decimal places (instead of 2). It doesn't happen all the time, but it does happen regularly. I have a screenshot I could send. One place this happens is on the customer window under the transactions tab total.

[/quote]

Re: Route List Help

creativerootsgroupltd — Wed, 09 Feb 2011 00:50:35 GMT

Hey Michael,

I see the Route under the Additional Settings tab, but where do the items for this drop-down get added? I can't seem to find it anywhere because then I could use that as my sort/filter critieria to generate my Route List.

Thanks.

Re: Route List Help

creativerootsgroupltd — Tue, 08 Feb 2011 00:54:40 GMT

Hey there,

Maybe I should clarify a bit. When I look at the Work Orders List, the columns I am able to choose from to display on that screen does not show me the customer address or anything that will allow me to group them together in order to select the desired propertes based on a criteria. I can see the Route column, but where does this information come from? How do I add a customer to a specific route so that when I look at this list I can at least select using that criteria?

Does that make sense?

Tammy

Route List Help

creativerootsgroupltd — Mon, 07 Feb 2011 22:39:12 GMT

Hi there,

I am wondering if anyone can help me determine how the Routing works in the system. We are wanting to sort our Route List for a specific date range by the customer's address as the services we provide on a daily and weekly basis are done by street and also in a specific address order on that street.

If anyone can help with this it would be greatly appreciated!

Tammy