Agreement Booking Setup's Recurrence Settings to draw from Entity Fields
Currently, the only fields the Agreement Booking Setups default to are the Start Date and End Date of the parent Agreement Entity. The other fields: Recurrence Patterns and Range of Recurrence (except Start Date) all have to be entered manually on each Agreement Booking Setup. (and Recurrence ...
URS - For Outlook Integration, add more than just a meeting Subject
Would be very useful to show not only the Booking's Name field in the Outlook Calendar Invite's Subject Field, but also show set the Location field to be the Latitude/Longitude coordinates of the Booking, if available, and set the body of the invite to a multiline description field from the Bo...
URS - Extend Restricted, Preferred Resource Functionality
Need to be able to specify that a Resource is Restricted from working not only at a Site (Service Account), but possibly for all Sites of a Customer (Business Account), an entire Service Territory or company-wide.
URS - Edit Working Hours as a mode in Schedule Board
Allow editing a Resource's Work Hours as an overlay on the Schedule Board, invoked as a choice from the Context Menu when right-clicking on the Resource on the Gantt.
URS - Allow overriding/default travel duration on Schedule Board
Would be good to allow a User (field or back office) to override the travel duration for a particular work order, and allow routing to reflect that. For example, if RSO/Scheduling calculates a 3 hour drive to a remote location, but the person chooses to fly instead (and is able to provide the ...
Field Service - Time Off Request removal
When a Time Off Request is created, it makes Working Hours become Non-Working Hours. There appears to be no easy way to restore the Time Off Request's hours from Non-Working to Working in case of a change of plans. For example, consider the case of a Personal Time Off (PTO) day, or a Doctor's ...
RSO - Maximum Total Travel Distance/Time, Maximum Number of Visits Per Day Constraints
In several opportunities where short duration jobs are the norm, the client needs to be able to limit the number of visits per day or the total distance traveled per day. These are not objectives, these are hard constraints due to various regulations, some internal, some governmental (OSHA). T...
URS: Double-click on Resource Cell automatically opens Contact Card
Instead of right click on Resource cell and then left click on View Resource Card, allow double click on the Resource cell and automatically bring up the contact card; again double click to close the card, along with the 'X' to close out the card.
Double-click is still easier and ...
URS: Filter option to filter out Bookable Group Members (so that they can only be seen in the Split View)
Would be helpful to be able to filter out Resources that are assigned to a Bookable Resource Group, to be able to visualize who is NOT part of a Group.
URS: Better Work Hours Calendar Management: Importing, Copy-Pasting Calendar Entries
Please allow importing of Work Hours calendar entries for those scenarios where a Weekly Calendar Schedule is just not possible - for example, when the schedule is set for 2 week rotations at a time, not 1 week (week 1: Sunday, Monday, Wednesday, Thursday; Week 2: Tuesday, Friday, Saturday) or...