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The Service Call window has five user-defined fields. The first is used to set the priority scale for all calls. For example, you could define the Priority field as 0=Low, 9=High. The field can contain up to 30 alphanumeric characters or symbols; however, only 14 characters or symbols of the description are visible in the field. The priority field itself can contain a single alphanumeric character and is visible on the Dispatch Board. The second and third user-defined fields have a lookup window. Both the second and third user-defined fields also appear in the Dispatch Board Filter Preferences window and the Query window, which is accessed by clicking selecting the query button in the Date field on the Dispatch Board.
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You also have the option of using 15 active user-defined fields on the Equipment - Additional Fields window and the Component - Additional Fields window. Active user-defined fields are customizable user-defined fields. They can be defined to return various forms of data in read-only format. For example, you could define a group of fields to return meter/readings, the last service call ID, and the service call completion date. The data is updated every time the window is opened. Unlike other user-defined fields, users do not enter data in the active user-defined fields. You can select which active user-defined fields are visible by marking the Visible checkbox next to each field. The first six fields are marked by default.
Contact Key2Act WennSoft Sales for more information about the Equipment Active UDFs feature. Signature Technical Consulting is available for assistance with programming the active user-defined fields , if needed.
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > User-Defined Label Setup > Equipment.
- Enter the field labels.
- Mark or unmark the Visible checkboxes as needed.
- Select Save.
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