Using the Schedule Board
With Schedule, changes made to appointments and service calls update Signature immediately. When you have made changes to appointment details, within Service Management or Job Cost, or with settings, you may need to refresh the schedule board to see these updates. A reload occurs in these scenarios:
- Automatically, as defined by the interval in the Automatic Reload section of the Global Options window in General Setup.
- Manually, when you select the Refresh Appointments icon or use the keyboard key combination Ctrl + F5.
IMPORTANT
- If the Service Call and Appointment windows are not displaying the fields that you need to create the service call and/or appointment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Setting up Service Call & Appointment Form Fields to Display.
- If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process.