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Service Manager List View
Overview#
Use the Service Manager to manage issues or enquiries such as sales, account and production enquiries. It has many customisation features which can be accessed from its Menu (button).
The List View displays a list of service tickets. It also links to all the customisation features.
Navigation Main Menu > Office > Service Manager
Button Description Reset Resets the data filters. Arrow on Reset button Provides a list of preset date and status filters. View Generates a list of service tickets based on the selected filters. New Creates a new service ticket. Output Generates reports if templates are linked. Emails the responses for the selected records. Actions Batch Update: Allows all the selected records to be updated when Update (button) is clicked. The options are:Status: Changes the status to the one selected from the adjacent dropdown list.Assign to: Assigns the ticket to the user selected from the adjacent dropdown list.Due Date: Changes the due date and time as selected on the adjacent calendar and time chooser.Remind Date: Changes the reminder date and time as selected on the adjacent calendar and time chooser.Menu Settings Edit Categories Edit Statuses Edit Responses Edit Lookup list Reports User Activity Budgets vs Actuals Export Layout Save Grid Save Grid (All Users) Restore Default Grid (All Users)
Filters Explained#
Filter Description Set Provides preset date options (e.g. Today, This month). Date ... to Lets you enter custom dates. Arrows Adjusts the date in the direction of the arrow. Radio Buttons Works with the date fields. Filters the records according to the selected radio button:SM Date: The date the ticket was created.Due Date: The date by which the ticket is due / must be closed.Reminder: The reminder date selected for the ticket. Dropdown lists Provides dropdown lists for you to select tickets related to the specific:User Rep Assign to Customer Category Statuses Provides checkboxes to filter records based on their status groups. Severity Provides checkboxes to filter records based on their severity.
Fields Explained#
Field Description SM No. The ticket number. Severity The ticket's severity level. Status The ticket's status. Type The ticket's type. Category The ticket's category. SLA Hr/s The Service Level Hours. Reference The reference on the ticket. Company The Customer or Supplier. Contact The customer or supplier's contact person. Rep The rep on the ticket. Lead Source The lead source selected. Referred by The person who referred the customer. Assign to The user to whom the ticket is assigned. User The user who created the ticket. Value Annual The anticipated annual earnings from the customer. Value Once-off The anticipated once off earnings from the customer. Date The date on which the ticket was created. Time Created (@) The time when the ticket was created. Last (d) The number of days since the last activity on the ticket. Open (d) The number of days that the ticket is open. Remind The ticket's reminder date. Remind Time (@) The ticket's reminder time. Due Date The ticket's due date. Due Time (@) The ticket's due time. Rating The rating from the customer. Attachments Displays a paperclip if there are attachments. Flow The system-generated number for the transaction flow (all the linked transactions and tickets). From The number of the transaction flow that was copied to create the current transaction flow. Updated by The user who last updated the ticket. Updated The date on which the ticket was last updated. TK Hr/s Hidden by default. The total hours recorded in Timekeeping against the ticket. Notification Email The date on which the notification email was sent. Menu (...) A submenu with the following options:
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