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RebeccaG17

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Forums

Service | Customer Service, Contact Center, Field Service, Guides

Calculated fields to create the value of another field
Posted on by RebeccaG17 20
Hi, I've been racking my brains trying to work out the best way to do this. Basically I have field number 1 which has a value in that is set by the user, for example 12 days. In the background (using hidden fields) i need to calculate this in...
Suggested Answer

Customer experience | Sales, Customer Insights, CRM

How can I get a daily view of my schedule board on standard dashboard
Posted on by RebeccaG17 20
Hi, I have a customer who would like a daily view of her engineers and which jobs they are on (they work in whole days & week bookings, not short jobs, they are unlikely to have more than one a day). She would like a list of each engineer (20 ...
Unanswered

Service | Customer Service, Contact Center, Field Service, Guides

How to I get a Export to PDF button on my ribbon - Field Service Work Order
Posted on by RebeccaG17 20
Hi all, I have been trying to Google this and not much is coming up for FS.  In sales you can have a button on the ribbon called 'Export to PDF' which brings up a window with the button I'm interested in 'Save to Dynamics'...
Suggested Answer

Service | Customer Service, Contact Center, Field Service, Guides

Where is Primary Incident Estimated Duration fuelled from on Work Order?
Posted on by RebeccaG17 20
I need to add custom values to this dropdown, I don't need minutes or hours, i only want 1 - 16 days in this field however I cannot for the life of me work out how to change it without creating a custom field which brings about a whole h...
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