Setting up Global Options

The Global Options settings are for all companies. After making changes, select the Save button.

Depending on the appointment auto reload setting, you may need to select the Refresh button at the top right of the Scheduling view to see your changes.

Schedule Time Scale

Select the time scale to display on the schedule. 

• 15 Minutes
• 30 Minutes
• 60 Minutes

Date Display Setting

Select the date format to display.

• MM-DD-YYYY - 10-23-2021
• DD-MM-YYYY - 23-10-2021
• YYYY-MM-DD - 2021-10-23

Additional Settings

Show Horizontal Scrollbar (Timeline view)

Mark this checkbox to display a horizontal scrollbar when you are in the Timeline view on the Schedule Board. This checkbox defaults to unmarked (hidden).

• If unmarked, the Timeline view hourly columns are condensed to display the Days to show setting on one screen. The Days to show drop-down is found in the top right on the Schedule Board.
• If marked to show the horizontal scrollbar in the Timeline view, the hourly day columns are not condensed and you may need to scroll to view additional days, depending on the Days to show display setting.

Show Job Panel

Mark this checkbox to display the Job Panel on the right side of the Schedule Board. This option is available if you have Signature Job Cost registered. See Working with the Job Panel.

Display Resource Overallocation (Timeline view)

When this checkbox is checked, the background color of the Resource cell for a technician is colored pink to reflect the resource is scheduled before or after their shift hours for any day currently displayed in the timeline view. The default is unmarked.

Allow New Service Call (MC Only) for Inactive Location

Select to allow schedulers to create a new maintenance contract (MC) service call for locations marked Inactive in Signature. This option defaults to marked (or True).

• When marked, a new option on the context menu called New Service Call (MC Only) for <customer and location> is available if the location is Inactive.
  This is found on the context menu in the following:
  • On the Customer Hub by right-clicking on the customer.
  • On the Schedule board:
    • Right-click on an existing appointment
    • Right-click on an appointment from the unassigned grid.
• When this option is not marked, users cannot create a (MC or any) service call for the inactive location.

Max Attachment Size (MB)

Enter the maximum MB file size for attachments.

Appointment Auto Reload

Select to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.

Clearing Cache

The Clear Cache buttons are also available by selecting the menu icon and then choosing About.

Clear Customer Hub Cache

If you find that the Customer Hub does not open when you select the Customer Hub button from the Schedule Board, you may need to clear the Customer Hub cache. Clearing the cache on your machine will allow it to open again.

Clear Application Cache

Clearing the Application Cache will clear out all the data in the LocalStorage that we use to pass data between the Schedule and Customer Hub tabs. After they are cleared, we reset the selected resources, reload the service options and the time zones.