SME Mobile - Preference Groups - Revision history

Marks at 16:52, 22 February 2016

2016-02-22T16:52:00Z

Marks: /* Item Settings */

2015-04-30T15:24:57Z

Item Settings

Marks at 15:24, 30 April 2015

2015-04-30T15:24:22Z

Amy at 22:04, 15 August 2014

2014-08-15T22:04:16Z

Amy at 18:25, 16 May 2014

2014-05-16T18:25:44Z

Amy at 18:24, 16 May 2014

2014-05-16T18:24:21Z

Amy at 23:33, 15 May 2014

2014-05-15T23:33:53Z

Amy at 23:32, 15 May 2014

2014-05-15T23:32:31Z

Amy at 23:32, 15 May 2014

2014-05-15T23:32:07Z

Amy at 23:28, 15 May 2014

2014-05-15T23:28:06Z

@@ Line 53: / Line 53: @@
 <br>[[File:TechPortal_TechWarehouse.png]]
 <br>- My Location with Options for Others - This setting allows the tech to choose what warehouse they are pulling stock from (their own warehouse, another techs warehouse, or the main warehouse)
 == Save All Preferences ==

@@ Line 54: / Line 54: @@
 <br>- My Location with Options for Others - This setting allows the tech to choose what warehouse they are pulling stock from (their own warehouse, another techs warehouse, or the main warehouse)
 <br>Once the preferences are set, click '''Save All''' at the top of the Preference Group
 <br>[[File:SaveSMEMobilePreferenceGroup.png]]

@@ Line 1: / Line 1: @@
 In SME Mobile Tech you have the ability to show or hide fields or set various preferences. The preference group the user is assigned to determines their preferences in SME Mobile Tech.
 <br>To set your preference groups, check '''Use Group Preferences''' (image below)
 <br>[[File:SMEMobile_UseGroupPreference.png]]
@@ Line 14: / Line 15: @@
 <br>Click '''Edit''' next to your new preference group.
 <br>'''The Details Tab''' lists out all the fields you can set to Show, Hide, or Non-Edit. Choose the option you want.
@@ Line 19: / Line 21: @@
 <br>[[File:OrderOfDetailFields.png]]
+== Notes/Documents Tab ==
 <br>The '''Notes/Documents Tab''' allows you to choose if the Services Requested, Services Performed and Site Notes are Show, Hide or Non-Edit
 <br>--Site Notes are entered on the customer record in SME under Notes > site notes. It would be notes about the job site that you want your tech to be able to see on any work order you create for that site.
@@ Line 25: / Line 27: @@
 <br>[[File:SMEMobilePreference_NotesDocs.png]]
 <br>Bottom Tabs section is where you can hide the following buttons from the bottom of the work order (image below)
 <br>[[File:SMEMobilePreference_BottomTabs.png]]
 <br>'''UI Settings''' : Append Edit Service Fields Preference
 <br>[[File:SMEMobile_AppendEditServiceFields.png]]
@@ Line 39: / Line 43: @@
 <br>- '''Use SME User Email Settings''' - If the tech emails from SME Mobile, the email would be sent from the User's email (SME setup > users. Search for the user. Set email credentials on the Email Settings tab.
 <br>'''Item Settings'''
 <br>[[File:ItemSettings_CostPrice.png]]
@@ Line 52: / Line 57: @@
 <br>[[File:SaveSMEMobilePreferenceGroup.png]]
 <br>Assign preference group to your users:
 <br>- Click '''Home''' in upper right

@@ Line 15: / Line 15: @@
 <br>'''The Details Tab''' lists out all the fields you can set to Show, Hide, or Non-Edit. Choose the option you want.
 <br>The '''Notes/Documents Tab''' allows you to choose if the Services Requested, Services Performed and Site Notes are Show, Hide or Non-Edit
 <br>--Site Notes are entered on the customer record in SME under Notes > site notes. It would be notes about the job site that you want your tech to be able to see on any work order you create for that site.

@@ Line 8: / Line 8: @@
 <br>You will find three preference groups already created. You can use these or create your own.
-<br>Click New on the one you want to edit and assign to your users, such as '''standard user group'''
+<br>Click '''Add New Preference Group''' to create your own and edit preferences
 <br>[[File:SMEMobile_AddNewPreferenceGroup.png]]
 <br>Enter a name and description for your Preference Group

@@ Line 7: / Line 7: @@
 <br>[[File:SMEMobile_EditGroupPreferences.png]]
-<br>You will find three preference groups already created. Click Edit on the one you want to edit and assign to your users, such as '''standard user group'''
+<br>You will find three preference groups already created. You can use these or create your own.
-<br>[[File:SMEMobilePreferences_ClickEdit.png]]
+<br>Click New on the one you want to edit and assign to your users, such as '''standard user group'''
 <br>'''The Details Tab''' lists out all the fields you can set to Show, Hide, or Non-Edit. Choose the option you want.

@@ Line 44: / Line 44: @@
 <br>Assign preference group to your users:
-<br>- Click Home in upper right
+<br>- Click '''Home''' in upper right
-<br>- Click Manage Users
+<br>- Click '''Manage Users'''
 <br>- Choose the preference group for each user (image below)
 <br>[[File:SMEMobile_AssignPreferenceGroupToUser.png]]

← Older revision		Revision as of 23:32, 15 May 2014
Line 39:		Line 39:
	<br>[[File:TechPortal_TechWarehouse.png]]		<br>[[File:TechPortal_TechWarehouse.png]]
	<br>- My Location with Options for Others - This setting allows the tech to choose what warehouse they are pulling stock from (their own warehouse, another techs warehouse, or the main warehouse)		<br>- My Location with Options for Others - This setting allows the tech to choose what warehouse they are pulling stock from (their own warehouse, another techs warehouse, or the main warehouse)
		+
		+	<br>Once the preferences are set, click '''Save All''' at the top of the Preference Group
		+	<br>[[File:SaveSMEMobilePreferenceGroup.png]]
		+
		+	<br>Assign preference group to your users:
		+	<br>- Click Home in upper right
		+	<br>- Click Manage Users
		+	<br>- Choose the preference group for each user (image below)
		+	<br>[[File:SMEMobile_AssignPreferenceGroupToUser.png]]

← Older revision		Revision as of 23:28, 15 May 2014
Line 29:		Line 29:
	<br>- '''Use SME Admin Email settings''' - If the tech emails from SME Mobile, the email would be sent from the email set on the Admin user in SME (setup > Users > Admin User > Email settings tab)		<br>- '''Use SME Admin Email settings''' - If the tech emails from SME Mobile, the email would be sent from the email set on the Admin user in SME (setup > Users > Admin User > Email settings tab)
	<br>- '''Use SME User Email Settings''' - If the tech emails from SME Mobile, the email would be sent from the User's email (SME setup > users. Search for the user. Set email credentials on the Email Settings tab.		<br>- '''Use SME User Email Settings''' - If the tech emails from SME Mobile, the email would be sent from the User's email (SME setup > users. Search for the user. Set email credentials on the Email Settings tab.
		+
		+	<br>'''Item Settings'''
		+	<br>[[File:ItemSettings_CostPrice.png]]
		+	<br>'''Cost''' - set to hide, show or non-edit. Costs show on the items on the order (material, labor, service items.
		+	<br>'''Price''' - set to hide, show or non-edit. Price shows on the items on the order (material, labor, service items.
		+	<br>'''Warehouse''' - This determines which inventory items a user can add to the order
		+	<br>- All Locations - This setting shows all items from inventory
		+	<br>- My Location Only - This setting will only show the tech inventory items that are available in their own warehouse (the tech's warehouse is assigned to the tech in Setup > Users > technician settings tab > Warehouse) - image below
		+	<br>[[File:TechPortal_TechWarehouse.png]]
		+	<br>- My Location with Options for Others - This setting allows the tech to choose what warehouse they are pulling stock from (their own warehouse, another techs warehouse, or the main warehouse)