Editing SME Mobile - Preference Groups
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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. | 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. | ||
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<br>To set your preference groups, check '''Use Group Preferences''' (image below) | <br>To set your preference groups, check '''Use Group Preferences''' (image below) | ||
<br>[[File:SMEMobile_UseGroupPreference.png]] | <br>[[File:SMEMobile_UseGroupPreference.png]] | ||
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<br>Click '''Edit''' next to your new preference group. | <br>Click '''Edit''' next to your new preference group. | ||
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<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 Details Tab''' lists out all the fields you can set to Show, Hide, or Non-Edit. Choose the option you want. | ||
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<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>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. | <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. | ||
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<br>[[File:SMEMobilePreference_NotesDocs.png]] | <br>[[File:SMEMobilePreference_NotesDocs.png]] | ||
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<br>Bottom Tabs section is where you can hide the following buttons from the bottom of the work order (image below) | <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>[[File:SMEMobilePreference_BottomTabs.png]] | ||
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<br>'''UI Settings''' : Append Edit Service Fields Preference | <br>'''UI Settings''' : Append Edit Service Fields Preference | ||
<br>[[File:SMEMobile_AppendEditServiceFields.png]] | <br>[[File:SMEMobile_AppendEditServiceFields.png]] | ||
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<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. | ||
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<br>'''Item Settings''' | <br>'''Item Settings''' | ||
<br>[[File:ItemSettings_CostPrice.png]] | <br>[[File:ItemSettings_CostPrice.png]] | ||
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<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) | ||
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<br>Once the preferences are set, click '''Save All''' at the top of the Preference Group | <br>Once the preferences are set, click '''Save All''' at the top of the Preference Group | ||
<br>[[File:SaveSMEMobilePreferenceGroup.png]] | <br>[[File:SaveSMEMobilePreferenceGroup.png]] | ||
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<br>Assign preference group to your users: | <br>Assign preference group to your users: | ||
<br>- Click '''Home''' in upper right | <br>- Click '''Home''' in upper right |