Currently when technicians attempt to create their own service work orders from the Work Order Dashboard they are required to know the customer name. It would be ideal if our technicians could easily perform a search for service sites and once selected the customer information would automatically populate. There are a lot of Customer Names that do not necessarily make sense for our technicians since the are ofter property managment LLC's.
Brent Peterson
| Company | Beckwith Electronic Systems, LLC |
| Job Title / Role | Service Manager |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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Brent,
It's possible to edit the lookup SMGetCustomers in SQL (see below) to add the site names so that the Techs can lookup by site name. This is not supported by Viewpoint so you need to have a backup of the original SQL in case of issues and the customization will need to be reapplied after every portal update, but can be beneficial if this is a big issue.
Kevin Halme | Constructive Tech Solutions
select kSMCustomer.SMCustomerID, (kARCM.Name + isnull(' - ' + kSMServiceSite.Description,'') ) as CustomerName, kARCM.Customer
from kSMCustomer
inner join kARCM on kSMCustomer.CustGroup = kARCM.CustGroup and kSMCustomer.Customer = kARCM.Customer
LEFT OUTER JOIN kSMServiceSite on kSMServiceSite.CustGroup = kARCM.CustGroup AND kSMServiceSite.Customer = kARCM.Customer
where kSMCustomer.SMCo = @SMCo and (1 = CASE WHEN @IncludeInactive = 1 THEN 1 WHEN @IncludeInactive = 0 and kSMCustomer.Active = 'Y' THEN 1 ELSE 0 END)
ORDER BY CustomerName asc