Search results by user ID 5872

Re: Field services users vs techs

Josh — Tue, 07 Jan 2014 14:34:05 GMT

Any more ideas on this? Still cannot get other users to appear via the dropdown. Thanks!

Re: Field services users vs techs

Josh — Tue, 31 Dec 2013 18:29:37 GMT

Thanks Ben. Ive done that, and they do appear on the calendar view. But when creating the new work order, I click on the "Assigned to" dropdown, the other techs dont appear. I'm trying to assign several techs to one work order. Am I doing something wrong?

Field services users vs techs

Josh — Tue, 31 Dec 2013 14:27:36 GMT

How can I schedule work for techincians, when they are not users? Our project manager should be able to schedule work for several technicians, they do not need to log in. I cannot figure out how to make this work, can you help? Thanks!

Disable certain roles from seeing customer or vendor balances?

Josh — Wed, 20 Nov 2013 21:27:06 GMT

I'm just getting started so forgive me if this is a no-brainer.

On the gmail gadget,, We will have a few staff members that need to see customer balances, but not vendor balances. And vice versa.

Is there a way to assign what they can and can't view to roles?

Re: Show all items on order

Josh — Thu, 21 Mar 2013 03:31:56 GMT

Thanks Jason,

I've done that, (IsManuallyClosed equals No) in a filter but still cannot get only items not received to show up. Im getting a massive list of items, and almost all of them have been received into QB and those PO's have been closed.

What exactly does the IsManuallyClosed look for? Maybe I'm doing it wrong?

Thanks!

Show all items on order

Josh — Wed, 20 Mar 2013 02:43:14 GMT

I'd like to create a screen within the Vendors tab that shows a complete list of all items on order. I dont want a list of purchase orders, but a compiled list of all the items that are currently on open purchase orders. User should also be able to see columns with info from the associated purchae order(s) like; item PO #, date item ordered, date item expected, customer item assigned to, item tracking #, etc.

Any ideas on how I can get started with this? I'm sure once I get started it will make sense. Ive tried modifying the various Item and Proposal List tables and screens, even created my own new screen, but am not getting the results I want. I'm sure I just don't know what to do.

Any help or direction is appreciated!