Recap of Lightly Used Features


We have received great feedback from customers regarding previous blog posts on Lightly Used Features, so will use this week’s post to provide a quick recap of four especially helpful features.

 

Rename Custom Field and Connect to a Lookup

In this post, we describe how to tailor a UDF label and connect the field to a lookup of acceptable values. In this example, the feature is being used at an organization that needs to keep track of the type of security access that is associated with their locations and equipment to ensure that technicians have access to the area at which assistance is needed.

 

For more info, see Lightly Used Features – 2 of 3 – Connect UDF to Lookup…

 

 

Using Quick Add Comments on the Labor Report and Tasks

This post shows how predefined “comments” can be used in the Labor Report and Task Completion Comments to support more rapid and consistent data entry. Customers often look for ways to ensure that data entered in the system is consistent for reporting, and this can be a challenge in free form entry fields such as the Labor Report. Taking advantage of the “Quick Add Comments” feature is a great method to increase standardization.

 

For more info, see Lightly Used Features – 3 of 3 – Quick Add Comments…

 

 

Open Smart Report from Email

Customers find that Scheduled Reports are an excellent method to provide recipients with specific information, without the need to access the application and search for the desired data. Smart Email Reports take this capability a step further, providing access to more data and capabilities (“smart elements”).

With the Smart Email Feature, the report is sent with a Smart Mode Button. Clicking on this button prompts users to log in (if so specified), and then presents the report form in the Report Preview Window. Smart features defined on the report can then be used to access additional information, or even update records. Users only have access to the report form and defined “smart elements”; they will not have general access to system features or report setup:

 

For more info, see Lightly Used Feature – Open Smart Report from Email…

 

 

Priority Actions Manager

This post shows how to set work order target dates based on the priority of a request or work order. The Priority Actions Manager lets you designate the number of days beyond the “requested date” on which the target date should be set. For example, you could indicate that all “high priority work orders” should be set with a target date one day beyond the requested date.

 

For more info, see Lightly Used Features – 3 of 3…

 

 

 

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