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  • 15 Minutes
  • 30 Minutes
  • 60 Minutes

Appointment Auto Reload

Select to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.

Date Display Setting

Select the date format to display.

  • MM-DD-YYYY - 10-23-2021
  • DD-MM-YYYY - 23-10-2021
  • YYYY-MM-DD - 2021-10-23

Additional Settings

Show Horizontal Scrollbar (Timeline view)

Mark this checkbox to display a horizontal scrollbar when you are in the Timeline view on the Schedule Board. This checkbox defaults to unmarked (hidden).

  • If unmarked, the Timeline view hourly columns are condensed to display the Days to show setting on one screen. The Days to show drop-down is found in the top right on the Schedule Board.
  • If marked to show the horizontal scrollbar in the Timeline view, the hourly day columns are not condensed and you may need to scroll to view additional days, depending on the Days to show display setting.

Show Job Panel

Mark this checkbox to display the Job Panel on the right side of the Schedule Board. This option is available if you have Signature Job Cost registered. See Working with the Job Panel.

Display Resource Overallocation (Timeline view)

Select to display the overallocation of resources in the Timeline view.

Allow New Service Call (MC Only) for Inactive Location

Select to allow schedulers to create a new maintenance contract (MC) service call for locations marked Inactive in Signature. This option defaults to marked (or True).

  • When marked, a new option on the context menu called New Service Call (MC Only) for <customer and location> is available if the location is Inactive.
    This is found on the context menu in the following:
    • In the Customer Hub
    • On the Schedule board, from an existing appointment and an appointment from unassigned grid.
  • When this option is not marked, users cannot create a (MC or any) service call for the inactive location.

Max Attachment Size (MB)

Enter the maximum MB file size for attachments.

Appointment Auto Reload

Select to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.

Clearing Cache

The Clear Cache buttons are also available by selecting the menu icon and then choosing About.

Clear Customer Hub Cache

Insert excerpt
sched2024:Clearing the Customer Hub Cachesched2024:
Clearing the Customer Hub Cache
nopaneltrue

Clear Application Cache

Insert excerpt
sched2024:Clearing the Application Cachesched2024:
Clearing the Application Cache
nopaneltrue