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Bill Only Locations can now be excluded from the Customer Hub. We've added two options that you can use. Locations can be marked as Bill Only in the Signature Location window.  (Microsoft Dynamics GP > Cards > Sales > Customers > Location)

• Globally: We’ve added an Exclude Bill To Locations within Customer Hub global setting that when marked, excludes locations marked as Bill Only from the Customer Hub for all users of all companies.

• Per User: We've added a new Bill Only column to the Customer Hub. Users can set the Bill Only filter to False to hide Bill Only Locations from their view. This option is available if the global setting is not used. The default setting for this column is to show all locations, both Bill Only and non-Bill Only. The new column starts on the far right in the Customer Hub and can be dragged to a different location. Each row shows a read-only marked checkbox if the location is a Bill Only location.
  
  • Select All (True and False): Displays all locations.
  • True: Displays only Bill Only addresses.
  • False: Displays non-Bill Only addresses. Bill Only addresses are hidden. 

For service appointments, job appointments, and service calls, the Resource field now allows you to filter and quickly locate the technician. As you type, the drop-down menu will display names that match the entered characters.

You can now set a default value for estimated hours when creating a service appointment or service call, a job appointment, and a technician activity. The Default Appointment Hours option is set up in Schedule Settings. The value automatically populates when a zero-hour appointment is dragged to the schedule board and when using the Appointment Wizard after you select the appointment type. See Setting Up Schedule Configuration.

Icons can now be displayed for service call types on the Map View in the Configuration section in Schedule Settings.  Icon images and names can be found at https://fontawesome.com/v4/icons/. Enter the name exactly as it is displayed. For example, for a handshake icon, enter handshake-o. The colors for each icon can be set up in the Service Call Icon Colors section. You will need to select Use Service Call Type. 

Colors can now be assigned to each technician so that their icons display by color on the map. The colors are assigned in Schedule Settings in the Colors section.

In the example below, Alan Flint was assigned a different color. The default color for all employees is bright orange (#ef6b25). You can edit the color by selecting the color field and then either entering the hex code, HSL (hue, saturation, and luminosity), or RBG (red, blue, green) values or you can select a color in the chart. See Setting Up Schedule Colors.

The service and job appointment IDs have been relocated to appear to the right of the job or service call ID in the tooltip for appointments on the schedule board. 

Appointment IDs are now visible on the service and job appointments displayed on the schedule board, as long as the column width is sufficient to show them on a single line.

The Service Call Description Note window is now accessible if a note has been added to the service call via the context menu. If a note does not exist, a message displays indicating that there isn't a note.

• Right-click on the service appointment and select View Service Call Description Note.
  • Schedule Board
  • Unassigned/Unscheduled Grid
  • Customer Hub Open Appointments Grid
• Right-click on the service call and select View Service Call Description Note.
  • Customer Hub Service Calls Grid

We've added a Equipment ID search type when using Find on the Customer Hub. See Locating a Record Using Find.

The technician's telephone number has been added to their Resource Detail window accessed from the Resources list on the Schedule Board. See Viewing Resource Details.

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.