Context-Sensitive Menus | WennSoft Documentation

The Schedule Board and Customer Hub allow you to right-click on job/service appointments, resource activities, and resources, to access menus with common tasks that you may need to do. If you do not have access to an appointment type, you will not see this information.

Action	Available on these Appointment Types
Set Status Set or update the appointment or activity status.	Job appointment Service appointment Resource activity
Unschedule Appointment The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.	Job appointment Service appointment Resource activity
Unassign Appointment The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.	Job appointment Service appointment
View Job Details Opens a display-only view of the job details with tabs for the cost codes and subcontractors.	Job appointment
Open Service Call Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.	Service appointment
Quick Print Opens the Work Order SRS report with the service call details displayed.	Service appointment
Print Service Call Provides the opportunity to print service call information.	Service appointment
Appointment Wizard Opens the appointment wizard.	Job appointment Service appointment Resource activity Resource
New Service Call > New Service Call - <customer>-<location> Opens the New Service Call window with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment (Schedule) or the customer/location (Customer Hub).	Service appointment (Schedule Board and Unscheduled grid) Job appointment (Schedule Board and Unscheduled grid) Customer/location (Customer Hub)
New Service Call > New Service Call Opens the New Service Call window without a default location. When creating a new call from an empty cell, the time for that cell will be used as the start time, the technician will be used if the technician is available based on global filtering for the customer.	Service appointment (Schedule Board and Unscheduled grid) Job appointment (Schedule Board and Unscheduled grid) Technician Activity (Schedule Board and Unscheduled grid) Empty Time Cell (Schedule Board) Customer/location (Customer Hub)
Create New Appointment Opens the New Appointment/Activity window to create a new appointment based on the current appointment.	Job appointment Service appointment Resource activity
Add Appointment Note Adds a note to the service appointment.	Job appointment Service appointment
View Customer Details Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.	Job appointment Service appointment
View Location Details Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.	Job appointment Service appointment
View Service Call Description Note Opens the Service Call Notes window if the service call has a Description note available.	Schedule Board Unscheduled Grid Customer Hub Open Appointments Grid Customer Hub Service Calls Grid
New Resource Activity Opens the New Resource Activity window with resource information in the Resource field.	Resource
Print Resource Schedule Schedule Resource Report Prints the technician's schedule for the day. Report Wizard Opens the Resource Schedule Report wizard. You can select the report to print, a date range, who the report is run for, as well as for which technician(s).	Resource
Unschedule All Unschedules all appointments for the resource. The time is set to 12:00 AM. Appointments move from the schedule board to the Unscheduled Appointments list.	Resource
Unassign All Unassigns all appointments for the resource. The resource is set to UNASSIGNED. Appointments move from the schedule board to the Unscheduled Appointments list.	Resource