What's New

You can now exclude Bill Only Locations from the Customer Hub. We've added two options that you can use. 

• Globally: We've added a new Exclude Bill To Locations within Customer Hub global setting that when marked, locations indicated as Bill Only in Signature will not be shown in the Customer Hub. 

• Per User: We've added a new Bill Only column to the Customer Hub. Users can select the Bill Only filter to set to False if they do not want Bill Only Locations to display on their computer. This option is available if the global setting is not used. This column defaults to both True and False selected. The new column displays to the far right in the Customer Hub and can be dragged to a different location. Each row now shows a read-only marked checkbox if the location is a Bill Only location.
  
  • Select All (True and False): Displays all locations.
  • True: Displays only Bill Only addresses.
  • False: Bill Only addresses are hidden. Only locations that have not been marked as Bill Only in Signature are shown. 

You can now set up the icons to display for service call types on the Map View in the Configuration section in Schedule Settings.  Icon images and names can be found at https://fontawesome.com/v4/icons/. Enter the name exactly as it is displayed. For example, for a handshake icon, enter handshake-o. The colors for each icon can be set up in the Service Call Icon Colors section. You will need to select Use Service Call Type. 

You can now assign a color to each technician so that their icons display by color on the map. The colors are assigned in Schedule Settings in the Colors section.

In the example below, Alan Flint was assigned a different color. The default color for all employees is bright orange (#ef6b25). You can edit the color by selecting the color field and then either entering the hex code, HSL (hue, saturation, and luminosity), or RBG (red, blue, green) values or you can select a color in the chart. See Setting Up Schedule Colors.

We've added the technician's telephone number to their Resource Detail window that is accessed from the Resources list on the Schedule Board. See Viewing Resource Details.

From the Customer Hub, users can now see notes added at the Customer and Location level in Signature. The notes cannot be added or edited in Schedule. The examples below are for the customer level note. The Location note is added in Signature at the location level. The note is displayed in the Customer Hub on the Location tab.

In Schedule, the note displays on the Customer tab in the Customer Hub. This note is display-only.