SERVICE MANAGER - Customer Equipment Communication

Document and /or schedule communication on a record or event

  Communication tab

• when red, indicates there is a Communication present
• Refresh to load any Communications that may have been posted since last refresh and that may not be displaying on this list
• Communications List Filters / Search / Customization - see Equipment List Customization

• Export Communication details in .xlsx or .csv format (see Service Manager -  Export Equipment)

• New Communication / Attachment for the selected Equipment Item

• • • option to Insert Date/Time into the message body
    • Add Attachment(s) of any file type which will copy the file to

                          C:\ProgramData\ Spire\media

• • • • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\ Spire\media\(database name)
        • Tools > Migrate Files
          

                                       

• • • • Add Link for a URL or file not in the centralized location mentioned above
      • Open Related (in this case, the Equipment record)
      • Mark Completed to insert the current logon date in the Completed Date field so this alert stops
      • enter Subject
      • option to select Type from a preset list or add New one on-the-fly from the browse list:

                                 

• • • • enter the message in the body
      • Assigned To - any user set up in the system
      • Due Date (triggered by the system date, not logon date) - schedule the message to:
        • popup at the assigned User’s logon

                                 

• • • • • display on the Assigned User’s Calendar, where the Communication can be viewed / accessed with view options:

 

• • • • • • Show Users to select which User’s entries you wish to see in your Calendar - activate in User Setting View All Calendars (each User’s entries will be a different colour)                                                   

• • • • • • Show Modules to select which originating Modules to display, from modules you currently have access to

• • • • • • Show Unassigned to also see entries not assigned to any User (Unassigned entries will be black)
          • Show Completed to view the Communications where ‘Mark Completed’ has been clicked, or a Date is entered in ‘Completed Date’ field
        • Number - option to numerically code or sequence the communication for sorting in Filters and Reports
        • Completed Date - enter any date here to stop notification or click on  Mark Completed to insert the current logon date
        • Print - is related to Sales / Purchases
        • Alert does not do anything for this type of record
        •   Save /   Save and Close / Save and Create New

• • • • • the Communication will also display here:
          • Communications module where you have access to the following:

                           

• • • • • • • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up, for the selected Communication(s)
            •   Open Related (Sale Order)
          • Tools > View Notes Due Today

                        

• • • • • Edit / Delete selected Communication(s)
        • Print reports on the selected Communication(s) 
        • Communications Context Menu right-click line(s) in the list to display