| Case # | Description | ||
|---|---|---|---|
| SCHED- | 2441259 | Users can now | manually enter a service call ID when creating a new service call from the Customer Hub if the Signature Service Call ID setup window is set to Option 1 User enters Service Call ID.|
| SCHED-646 | If you have your Resources filtered to only display one Technician Team on the Schedule Resource grid, when you open the Appointment Wizard and select to create appointments for a Technician Team, the Team field will default to the filtered team. If you have more than one technician team displayed, you will need to manually select the appropriate team. | ||
SCHED-837 | Schedule is now integrated with the Building Optimization Broker’s Service Request Management module. New role-based security in Schedule administration can enable a Schedule user to view and act upon new Service Requests to either accept or decline those requests. Accepting a request will initiate the new service call form, with information defaulted from the linked Signature customer, location, equipment, and contact (optional). The number of service requests that have been created in Building Optimization Broker and available to be processed in Schedule is indicated on the Schedule menu bar to the right of the Service Requests button. This number is updated when Schedule auto-refreshes, which is based on the Time Period set up in Global Options Settings. For information on working with service requests from Building Optimization Broker, see Processing Service Requests from Building Optimization Broker. See Building Optimization Broker Settings for setting up the integration in Schedule.
| ||
| SCHED-944 | Users now have the ability in Schedule Configuration to add a default appointment status for manually created new appointments. (Settings > Configuration) | ||
| SCHED-1104 | The On/Off toggle buttons in the Notes window have been updated so that they are more noticeableadd the customer class when adding a new customer or editing an existing customer from the Customer Hub. | ||
| SCHED-1274 | Users can now create, view, edit, and/or delete Job (Master) notes from the Customer Hub's Job Detail Panel. Users have access to job notes based on the Role Permissions Settings for Notes. | ||
| SCHED-1276 | Users can now create, view, edit, and/or delete Job attachments from the Customer Hub's Job Detail Panel. Users have access to job attachments based on the Role Permissions Settings for Attachments. | ||
| SCHED-1292 | We've updated Schedule settings so that for new installations, all form fields (except for user-defined) are set to display for Service Calls, Service Appointments, Job Appointments, and Resource Appointments. To remove a field from displaying on the respective form, go to Settings > Company Options > Service Call & Appointment Form Fields and unmarking the appropriate fields. See Displaying Service Call & Appointment Form Fields for more information. For upgrading customers, the form field selections will not be updated to show all fields. | ||
| SCHED-1305, SCHED-1342 | When creating a new service call and entering the technician, start time, and estimated hours, and thereby creating a scheduled appointment, the appointment status is now automatically set to the Scheduled Update status that was set up in Settings > Company Options > Configuration in the Options section. If the value has not been set for the Scheduled Update, then the status will be updated to the Default Status from the Automatic Status Assignment section in the Configuration window. If both the Schedule Update status field and the Default Status field are not set in Schedule Settings, then the "DEFAULT" displays in the scheduled appointment's status field. See Setting Up Schedule Configuration. | ||
| SCHED-1369 | We've added logic to prevent the ability to create a service call for locations or customers that have been marked inactive in Signature. |
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