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Help @ Connect2Field ยป How to Add Fields to Job Central

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  • Getting Started 6
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  • Client Management 17
    • Creating & Searching Clients in Connect2Field
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    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
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    • How to Configure Invoices
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    • Example: Use Custom Fields to Quick Search Clients
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  • Job Management 30
    • How to Create & Dispatch New Jobs in Connect2Field
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    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
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    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • Quick Search Jobs in Job Central
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
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    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
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  • Work Force Management 7
    • How to use Connect2Field's Messaging System
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    • FieldWorker WebApp Configuration
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    • Example: Use Tags for quick search of products in Iphone/Ipad
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    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Single Person View
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  • Inventory Management 4
    • Adding Products & Services
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    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 2
    • How to Instantly Create New Jobs from Quotes
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  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
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  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
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  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
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Last Updated

Mar 29, 2011

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  • Prev: How to setup your Field Workers to receive Outlook Calendar Appointments
  • Next: Connect2Field WorkFlow / Standard Job Status - Explained

How to Add Fields to Job Central

The job central page comes with some default columns like Job Code, Status, Client etc.. At times it may be necessary to view some additional information about the job rather than the standard headers. Let me illustrate this with an example.

But first lets take a view of the default Job Central Page:

Media_1301404996914_display Zoom

As you can see we have some jobs listed for Acme Consultancy. For our example let us assume that Acme has couple of different sites in the city and jobs have to be allocated accordingly. Ofcourse you can set up sites and choose them while configuring the job, however this default view does not tell us which site the job is scheduled for.

For the above scenario we need some more fields to be displayed along with Suburb. We have built in column headers which can be added from this same page. Let us take a look, how..

Jc_add_colums_display Zoom

Hover your mouse over to any field name and a small arrow is displayed to the right. Clicking on it brings a sub menu.
From here select Colums and a further menu containing different Field Names is displayed. Select 'Site Name'

Site Name would now be added to the field list. By default the new fields is added to the extreme right.
We can drag this next to any field name. In our case we have put this next to suburb.

Here is how the Job Central looks now:

Media_1301406352990_display Zoom

This information comes in very handy to track the job for the client.
You could also add other fields like Priority, Service Description etc..or remove them from the list by de-selecting them to suit your requirements.

  • Prev: How to setup your Field Workers to receive Outlook Calendar Appointments
  • Next: Connect2Field WorkFlow / Standard Job Status - Explained

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