Page Comparison

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1. In Schedule, choose the menu  _{^{Image Removed}}   icon and then choose General icon and then choose Settings.

2. In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs: 

   • Service Call

   Fields

   • Fields 

     Expand
     title Click to view field list.
     Customer Number

   SalespersonDate/Time LockOriginal Service CallCustomer

   • Customer Name Address ID Location Name Service Call

   Type
   Estimated HoursCaller NameAddress IDPriority

   • Description Problem Type Division Salesperson Service Call

   StatusCaller Email AddressLocation Name

   • Type Priority Customer P.O. Number Contract Number Equipment Resource Start Date Date/Time Lock Estimated Hours Service Call Status Completion Date

   Caller PhoneService CallContract NumberResolution

   • Resolution Bill Customer ID Bill Address ID Job Number Original Service Call Caller Name Caller Email Address Caller Phone USER-DEFINED

   DescriptionEquipmentBill Customer ID

   • Service_User_Define_1

   Problem TypeResourceBill Address IDDivisionStart DateJob NumberService Appointment FieldsCustomer NameDescription

   • 
     

   • Service Appointment Fields

     Expand
     title Click to view field list.
     Customer Name Location Name Service Call Appointment Description Status Resource Start Date

   PriorityLocation NameStatusEstimated Hours

   • Estimated Hours Skill Level Priority Completion Date

   Service CallResource

   Skill Level

   • Actual Hours

   Appointment

   • 
     

   • Job Appointment Fields

   Customer Name

   • Expand

   DescriptionResourcePriority

   • title Click to view field list.

     Customer Name Location Name Job Description Cost Code Status Resource Start Date Estimated Hours Priority Completion Date

   JobStatusEstimated Hours

   • Actual Hours

   Appointment

   • 
     

   • Resource Appointment Fields

   Appointment

   • Expand

   StatusStart DateCompletion Date

   • title Click to view field list.

     Appointment Activity Description Status Resource Description Start Date Estimated Hours Priority Completion Date Actual Hours

   Description
   DescriptionPriority

   • 
     

   • Equipment Fields

   Description

   • Expand

   Building IDWarranty ExpiresOptimal Charge

   • title Click to view field list.

     Description Equipment Type

   Building RoomExtended Warranty TypeRefrigerant Type IDManufacturer/Model

   • Manufacturer/Model Serial Number Bar Code ID Building ID Building Room Sub Location Installed Date Installed By Warranty Expires Extended Warranty Type Extended Warranty Expires

   Refrigerant Equipment TypeSerial

   • Service Level ID Contract Number

   Installed DateService Level ID

   • Optimal Charge Refrigerant Type ID Refrigerant Equipment Type USER-DEFINED 1

   Bar Code IDInstalled ByContract Number

   • 
     

3. Choose Save at the bottom of each tabbed window.