Case # | Description |
---|---|
SCHED-1259 | Users 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 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. |
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 service locations that have been marked inactive in Signature. |
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