| Case # | Description | ||
|---|---|---|---|
| SCHED- | 1259Users can now add 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 Signature1225 | 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 in the following scenarios:
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| SCHED-1299 | Users can now add, edit, and/or remove field purchase orders in Schedule. A purchase order that is entered in MobileTech or Schedule must be reviewed, committed, and processed in Service Management and Microsoft Dynamics GP Purchasing before costs that are associated with the purchase order can be processed in the system. See Working with Purchase Orders.
We've added new Role Permissions for purchase orders so that you can limit your Schedule users to view, edit, and/or delete. (Administration > User Roles) See Working with Roles. | ||
SCHED-1275, | Users can now add and edit equipment and component equipment from the Customer Hub. You can access the new Equipment tab by selecting the customer's service location. Right-click anywhere within the Equipment tab to access the Add Equipment, Edit Equipment, Add Note, View Note, Add Attachment, and/or View Attachment options from the context menu. See Working with Equipment. On the Equipment tab, you can view the following columns.
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