If you marked the option to Keep Appointment History in the Service Options window in Signature, you can view all changes made to an appointment. The three appointment actions that are tracked in the window are: Insert, Update, and Delete. Information is recorded when an appointment is created, when changes are made to it, and when it is deleted.

The following columns display:

• Action (Insert, Update, or Delete)
• Skill Level
• Technician
• Priority
• Task Date
• Estimated Hours
• Appointment Status
• Completion Date
• Actual Hours
• Modified Date
• Modified User
• Tool ID
• Service Call ID
• Appointment
• Cost Code

Filtering, sorting, and rearranging data

Use your mouse to drag or select options below:

• Group
  To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location.

  This option may not be available, depending on the window you are viewing.

• Sort order
  Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
• Filter
  Select the lookup   to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
• Column Order
  Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.
• Scrolling
  A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on this window