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Setting Up Lookup Window Data
Setting Up Lookup Window Data
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Lookup windows contain a list of items entered when you set up or as you use Service Management. Lookup windows provide a way to organize, validate, and speed up information entry. A lookup button in a field indicates that a lookup window is available. Almost all the lookup window selections are user-definable, giving you flexibility to customize Service Management Series.
You can partially type an entry and choose CTRL - L in fields with an attached lookup window to locate information more quickly. For instance, if you enter "Sch" in the Location Name field in the Service Manager window and choose CTRL - L, the lookup window's data will start listing with the first occurrence of "Sch".
- Refrigerant Tracking Lookup Data
- Setting Up Skill Levels
- Setting Up Technician Shifts
- Setting Up Technician Activity IDs
- Setting Up Service Areas
- Setting Up Branches
- Setting Up Technicians
- Setting Up Technician Teams
- Setting Up Divisions
- Copying Division Accounts
- Setting Up Customer User-Defined Lookup Windows
- Setting Up Location User-Defined Lookup Windows
- Setting Up Postal Codes
- Setting Up Contacts
- Setting Up Problem Types
- Setting Up Call Types
- Setting Up Appointment Status
- Setting Up the Service User-Defined Field Lookup Window
- Setting Up Trouble Codes
- Setting Up Resolution Codes
- Setting Up Resolution Snippets
- Setting Up Manufacturers
- Setting Up Installation Information
- Setting Up Extended Warranty Types
- Setting Up Equipment Types