SME Mobile - Setting Preferences - Revision history

Amy at 22:08, 1 April 2014

2014-04-01T22:08:26Z

Amy at 22:07, 1 April 2014

2014-04-01T22:07:28Z

Amy at 21:04, 9 January 2014

2014-01-09T21:04:43Z

Amy at 17:55, 26 December 2013

2013-12-26T17:55:12Z

Amy: Created page with "Log in with this username / password: Click the '''Profile''' button in upper right corner:
File:SMEMobile_Preferencesbutton.png
Click '''Preferences'''
[[File..."

2013-12-26T17:48:19Z

Created page with "Log in with this username / password: Click the '''Profile''' button in upper right corner: File:SMEMobile_Preferencesbutton.png Click '''Preferences''' [[File..."

New page

Log in with this username / password:

Click the '''Profile''' button in upper right corner:
 [[File:SMEMobile_Preferencesbutton.png]]

 Click '''Preferences'''

 [[File:ClicPreferencesUnderProfile_SMEMobile.png]]

 In Preferences, the '''Details''' tab is where you would choose what is showing or hidden or showing but non-editable on the Details tab in SME Mobile
 You can also enter a number to arrange the order of the field.

 [[File:DetailsTab_PreferencesSMEMobile.png]]

 The Tabs tab, allows you to hide or show the buttons at the bottom of the order in SME Mobile

 [[File:TabSettings_SMEMObilePreferences.png]]

 The Items tab allows you to show / hide/ non-edit costs, prices and choose their access to warehouses

 [[File:SMEMobilePreferences_ItemsTab.png]]

 The UI tab:

 [[File:SMEMobilePreferences_UITab.png]]

 '''AppendSS''' as to do with adding notes (serv req, serv perf, site notes).

 If '''AppendSS''' is set to '''Hide''', then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.

 [[File:SMEMobilePreferences_AppendSSHide.png]]

 '''AppendSS''' - set to '''Show'''
 If AppendSS is set to Show, then the user will be able to enter text directly into the text editor and have the ability to edit notes previously entered. Also, the tech will need to enter their time/date stamp.

 [[File:SMEMobilePreferences_AppendSSShow.png]]

 '''QtyS''' -
 If set to '''Show''', the tech can change the quantity of items on the order
 If set to '''Hide''', the tech cannot change the quantity of items on the order

 '''Cust Docs''' -
 If set to '''Show''', then the order would show stored documents saved on the customer record plus stored docs on the order.
 If set to '''Hide''', shows docs stored on the oer only.

 '''EmailAdmin''' -
 If set to '''Show''' when the tech sends emails from SME Mobile, the emails will be sent from the Admin user in SME
 If set to '''Hide''' then the email will be sent from the user's email account (email is setup in SME > Setup > users > Email Settings tab)

← Older revision		Revision as of 22:08, 1 April 2014
Line 1:		Line 1:
−	Log into SME Mobile.	+	Log into SME Mobile as an Admin User

	Click the '''Profile''' button in upper right corner:		Click the '''Profile''' button in upper right corner:

← Older revision		Revision as of 22:07, 1 April 2014
Line 49:		Line 49:
	<br>If set to '''Show''' when the tech sends emails from SME Mobile, the emails will be sent from the Admin user in SME		<br>If set to '''Show''' when the tech sends emails from SME Mobile, the emails will be sent from the Admin user in SME
	<br>If set to '''Hide''' then the email will be sent from the user's email account (email is setup in SME > Setup > users > Email Settings tab)		<br>If set to '''Hide''' then the email will be sent from the user's email account (email is setup in SME > Setup > users > Email Settings tab)
		+
		+	<br>
		+	<br>The Admin tab:
		+	<br>[[File:SME_Mobile_Preferences_Admin.png]]
		+
		+	<br>'''ShowEquipment''' - Show Equipment tab on order items page
		+	<br>'''TasksFilter''' - Only allow adding currently logged in tech time on order items page.
		+	<br>'''BillableEqScheduled - Updates Bill''' = Scheduled when updating to SME.

@@ Line 43: / Line 43: @@
 <br>'''Cust Docs''' -
 <br>If set to '''Show''', then the order would show stored documents saved on the customer record plus stored docs on the order.
-<br>If set to '''Hide''', shows docs stored on the oer only.
+<br>If set to '''Hide''', shows docs stored on the order only.