Dispatch Layouts

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In dispatch there may be tabs you don’t use, such as the vehicles tab, technician’s tab, invoices tab and proposals tab. You can setup different layouts in SME showing you the tabs you want to see and switch between the layouts.

First it is a good idea to save the original layout in dispatch:


1. Click SaveLayout.jpg next to the Layout field (image below).

SaveLayoutLg.jpg


2. Click the Layouts tab.
3. Click New.
4. In the New layout name field, enter a name for the original layout. Click OK.


SaveLayoutName.jpg


Now that the original layout is saved, you can create other layouts and always change back to the original layout using the Layouts dropdown.

LayoutDropdown.jpg

Create another layout:

You can close the tabs you don’t want to see in dispatch and save that view.
1. Click the X.jpg in any of the tabs to remove the tabs from dispatch.
2. Click next to the Layout field.
3. Click the Layouts tab.
4. Click New.
5. In the New layout name field, enter a name for the original layout. Click OK.

To switch between saved layouts, use the Layout field to select the layout you want to use.