The Global Options settings are for all companies. After making the changes, select the Save button.

Schedule Time Scale

Select the time scale to display on the schedule. 

• 15 Minutes
• 30 Minutes
• 60 Minutes

Date Display Setting

Select the date format to display.

• MM-DD-YYYY - 10-23-2021
• DD-MM-YYYY - 23-10-2021
• YYYY-MM-DD - 2021-10-23

Additional Settings

• Show Horizontal Scrollbar (Timeline view)
  Mark this checkbox to display a horizontal scrollbar when you are in the Timeline view on the Schedule Board. This checkbox defaults to unmarked (hidden).
  • If unmarked, the Timeline view hourly columns are condensed to display the Days to show setting on one screen. The Days to show drop-down is found in the top right on the Schedule Board.
  • If marked to show the horizontal scrollbar in the Timeline view, the hourly day columns are not condensed and you may need to scroll to view additional days, depending on the Days to show display setting.
• Show Job Panel
  Mark this checkbox to display the Job Panel on the right side of the Schedule Board. This option is available if you have Signature Job Cost registered. For information about the job panel, see Working with the Job Panel. Users can override this setting in their User Settings. 

  Examples of the user's ability to override:

  • The Job Panel is displayed in Schedule:
    • If the global setting Show Job Panel is marked and the user does not change anything in their User Settings.
    • If the global setting Show Job Panel is not marked and the user marks Show Job Panel in their User Settings.
  • The Job Panel is not displayed in Schedule if the global setting Show Job Panel is marked and the user unmarks Show Job Panel in their User Settings.
• Display Resource Overallocation (Timeline view)
  Select to display the overallocation of resources in the Timeline view.
• Allow New Service Call (MC Only) for Inactive Location
  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).
  • 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:
    • In the Customer Hub
    • On the Schedule board, from an existing appointment and an appointment from unassigned grid.
  • When this option is not marked, users cannot create a (MC or any) service call for the inactive location.
• Exclude Bill To Locations within Customer Hub
  Select hide all locations marked as Bill Only in the Signature Location window. (Microsoft Dynamics GP > Sales > Customer > Location)
  If the global option is not set, users can set the Bill Only filter to False to hide Bill Only Locations from their Customer Hub view. See Using the Customer Hub.
• Max Attachment Size (MB)
  Enter the maximum MB file size for attachments.

Appointment Auto Reload

Select to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.

Clearing Cache

The Clear Cache buttons are also available by selecting the menu icon and then choosing About.

• Clear Customer Hub Cache
  If you find that the Customer Hub does not open when you select the Customer Hub button from the Schedule Board, you may need to clear the Customer Hub cache. Clearing the cache on your machine will allow it to open again.
• Clear Application Cache
  Clearing the Application Cache will clear out all the data in the LocalStorage that we use to pass data between the Schedule and Customer Hub tabs. After they are cleared, we reset the selected resources, reload the service options and the time zones.