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Case #Description
SCHED-1225

When creating a service call with a call type of MC (maintenance contract), a message now displays when the equipment selected is not covered by a contract. The message "Equipment ID <ID> is not covered by Contract <Contract Number>." has an OK and Cancel button. Selecting OK leaves the selection of the current field (equipment ID or contract number). Selecting Cancel returns the user to the Service Call window with the current field cleared (Equipment ID, Contract, or Call Type).

The message displays if:

  • The call type is MC, the contract is selected and then the equipment is selected.
  • The call type is MC, equipment is selected and then the contract is selected.
  • The contract and equipment are selected and then the call type is changed to MC.
SCHED-1266

The Equipment lookup on the New Service Call window now only displays active equipment. Inactive, retired, and group equipment are now filtered out of the lookup window.

What happens with Components? Is there a checkbox to show/hide components?

SCHED-1354

Users can now set Schedule Visible Hours at the user level in their User Profile window. If the user-level setting is not set up, the company-level setting is used. 

SCHED-1387

Bill Only addresses are now excluded by default on the Customer Hub so that more customers display in the window. To display the Bill Only address, mark the Bill Only checkbox above the scrolling window.

SCHED-1388

To reduce mouse clicks when using the Find option, we've updated this to default the Type drop-down to Service Call with the cursor focus in the Service Call ID field so that you can start entering the service call ID without having to select the Type and then having to click in the data field to start typing.

SCHED-1392

You can now set a default value for estimated hours when creating a service appointment and/or service call. The Default Estimated Hours option is set up in Schedule Settings in the Configuration section. When a zero-hour appointment is dragged onto the schedule board, this value defaults for the appointment. 

SCHED-1451,
SCHED-1458

Users can now add equipment from the Customer Hub. Select the customer and then select the Equipment tab. Right-click in the equipment table and select Add Equipment.

If you do not want your users to be able to view the Equipment tab in the Customer Hub and/or edit (and create) equipment records, you can edit the Equipment role permissions. The View and Edit checkboxes default as marked. See Working with Roles.