Versions Compared

Version Old Version 9 New Version 10
Changes made by

Kimberly Onnen

Kimberly Onnen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Excerpt


Case #Description
SCHED-1680
Ideas Portal

We've added the technician's telephone number to their Resource Detail window that is accessed from the Resources list on the Schedule Board. See Viewing Resource Details.

SCHED-1704

From the Customer Hub, users can now see notes added at the Customer and Location level in Signature. The notes cannot be added or edited in Schedule. The examples below are for the customer level note. The Location note is added in Signature at the location level. The note is displayed in the Customer Hub on the Location tab.

In Schedule, the note displays on the Customer tab in the Customer Hub. This note is display-only.

SCHED-1715

Users can no longer delete ALL appointments on a service call in Schedule. A service call must have at least one appointment, which is the same functionality in Signature.

  • In the Related Appointments window, if a user attempts to delete all appointments, a message displays that prevents the user from proceeding. The user is returned to the Related Appointments window where they can select one or more appointments and can then delete the appointments, provided that at least one appointment remains.
  • On the Appointments window:
    • If more than one appointment is assigned to a service call, the Delete button is visible and the appointment can be deleted.
    • If viewing the only appointment for the service call, the Delete button is not visible.

See Delete a Block of Appointments and Viewing/Editing Service Appointment Details.

SCHED-1717
Ideas Portal

We've added the Priority field to the Appointment Wizard. When creating an appointment or a group of appointments, the priority entered in the Wizard will be on all created appointments. See Using the Appointment Wizard.