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11/23 Fall 2023 Release Readme
11/23 Fall 2023 Release Readme
nopaneltrue

We've added pagination to the Job panel. Each page shows 200 jobs, sorted by job number

.

When you scroll down the jobs found in the Job Panel, a More button appears when you get to 200. Click the More button to display the next 200 jobs. If you use the Search field, the search clears the job list and retrieves and displays the first 200 jobs that match the search, and the pagination would continue using the search criteria. See Working with the Job Panel.

Schedule 6.0.46 - April 2024

Schedule 6.0.

38

- November 2023

Excerpt
name6.0.38

Schedule 6.0

.49
Case #Description
SCHED-1708
Case #Description
SCHED-1717

We've added the Priority field to the Appointment Wizard. When creating an appointment or a group of appointments, the priority entered in the Wizard will be on all created appointments. See Using the Appointment Wizard.

SCHED-1767
Ideas Portal

We've added a new Allow New Service Call (MC Only) for Inactive Location Global Settings option. Select to allow schedulers to create a new maintenance contract (MC) service call for locations marked Inactive in Signature. This option defaults to marked (or True) to keep with existing functionality. Unmark this option if you do not want maintenance contract service calls to be created for an inactive location. See Setting up Global Options.

  • When marked, a new option on the context menu called New Service Call (MC Only) for <customer and location> is available if the location is Inactive.
    This is found on the context menu in the following:
    • On the Customer Hub by right-clicking on the customer.
    • On the Schedule board:
      • Right-click on an existing appointment
      • Right-click on an appointment from the unassigned grid.
  • When this option is not marked, users cannot create a (MC or any) service call for the inactive location.
Case #Description
SCHED-1354You can now set Schedule Visible Hours at the user level in each user's User Profile window. If the user-level setting is not set up, the company-level setting is used. See Viewing Your User Profile and Setting Up Schedule Configuration.
SCHED-1416

Service calls can now be created from the Contract row in the Customer Hub. The New Service Call window (back on the Schedule tab) adds the contract number and the service call type of Maintenance. If needed, you can edit the service call type. The customer's information also auto-populates. See Working with the Contracts Tab and Creating a Service Call.

SCHED-1507A View Only pre-defined role has been added to the User Roles tab. This role has only View permissions. See Working with Roles.
SCHED-1580On the Schedule Board, resized pane settings are now stored in the browser settings. Users won't have to resize the panes every time they log in or if they refresh their browser. 
SCHED-1611We've added a setup option to the Company Settings > Configuration section to include technicians who are also set up as vendors in Signature. The new Show Technician Vendors option defaults to marked, so that technician vendors are included in the resources list. To only show technicians who are not set up as vendors, unmark this checkbox. See  Setting Up Schedule Configuration.
SCHED-2197

When creating purchase orders in Schedule, the purchase order numbers will now be unique to Schedule, similar to how purchase orders are unique from MobileTech. See Working with Purchase Orders.

SCHYYMMDD####

  • Prefix = ‘SCH’
  • YY = 2 Digit current year
  • MM = 2 Digit current month
  • DD = 2 Digit current day
  • #### = This number starts fresh every day with "0001".


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