Setting Up Service Call & Appointment Form Fields to Display

In the Service Call & Appointment Form Fields section, you can select the fields to hide/display when you open the service call, service appointment, job appointment, and/or resource appointment. Each service call or appointment has required fields that cannot be unchecked. All non-user-defined fields default to marked so that they display on the appropriate form.

1. In Schedule, select the menu 

   

     icon and then select General Settings.

2. In Company Options under Service Call & Appointment Form Fields, select to hide/display fields from the following tabs:

   Service Call Fields
   Customer Number	Salesperson	Date/Time Lock	Original Service Call
   Customer Name	Service Call Type	Estimated Hours	Caller Name
   Address ID	Priority	Service Call Status	Caller Email Address
   Location Name	Customer P.O. Number	Completion Date	Caller Phone
   Service Call	Contract Number	Resolution	USER-DEFINED
   Description	Equipment	Bill Customer ID	Service_User_Define_1
   Problem Type	Resource	Bill Address ID
   Division	Start Date	Job Number
   Service Appointment Fields
   Customer Name	Description	Start Date	Priority
   Location Name	Status	Estimated Hours	Completion Date
   Service Call	Resource	Skill Level	Actual Hours
   Appointment
   Job Appointment Fields
   Customer Name	Description	Resource	Priority
   Location Name	Cost Code	Start Date	Completion Date
   Job	Status	Estimated Hours	Actual Hours
   Appointment
   Resource Appointment Fields
   Appointment	Status	Start Date	Completion Date
   Activity	Resource	Estimated Hours	Actual Hours
   Description	Description	Priority

3. Select Save at the bottom of each tabbed window.