How do I Customize the Work Orders App?

The Work Orders app has several groups of configuration settings that allows you to configure in the way you want your application to function. Configuring the app before entering your information is always a good idea.

Steps to Customize

• Log in and access Work Orders App from universal navigation menu bar.
• Click on More(...) icon and select Settings located in the app header bar.

A popup will appear with the group of configurations on the left, allowing you to adjust their actual values on the right.

•  General
  • Collaboration
  • Quick Links
  • Reports
  • Tags
• Email
  • Email Templates
  • SMS Templates
• Notification
  • Update Notifications
• Work Orders
  • Assignments
  • Approval
  • Conversion
  • eSignature
  • CPQ
  • Customer Actions
  • Highlighting
  • Work Order Lines
  • Number Generation
  • Problem Codes
  • Resolution Codes
  • Recurring WorkOrders
  • Discount
  • Severity
  • Urgency
  • Taxes
  • Service Provided Tasks
  • Statuses
  • Triggers
• Intelligence
  • Charts
  • Dashboards
• Customize App
  • Master Layout
  • Print/Web Layouts
  • List Layouts
  • App Naming
  • Views
• Security
  • Actions
  • Access Level
  • Data Sets
  • Data Access Sets
• API
  • Create
  • Update
  • Query List

Related Links

• Customize leads
• Customize customers