Dispatch Console Customization
You can customize the details in the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Service Resource Calendar. The service resource calendar can be seen in the Users Details page, Crew Details page, and the Service Resource Details popup in the Gantt view of the Dispatch Console.
Gantt View
You can customize the service appointment bar in the Gantt view of the Dispatch Console. You can choose the appointment parameters that you want to see in the appointment bar and the order in which you want them to be displayed. By default, the following parameters will be displayed in the appointment bar:
- Appointment name
- Asset used in the appointment
- Duration of the appointment
- Scheduled duration if the appointment hasn't started
- Actual duration if the appointment has started
- Billing status of the appointment
To customize the service appointment bar:
- Navigate to Setup > Customization > Dispatch Console. Select the Gantt View tab and click Edit.
- In each row, select the parameters whose values you want to see in the appointment bar. Click Save.
The added values can be seen in the service appointment bar.
Note:
- If you do not select a value in the first or second dropdown, the parameter, if any, present in the subsequent dropdown will be used.
- If for an appointment, the value is not present for a selected parameter, then there are two possibilities:
- The value of the next parameter, if present, will be displayed
- That position will be left empty
- The parameters Name and Duration are not editable.
Service Calendar
You can customize the service appointment entry in the Service Resource Calendar, wherever it is used. You can choose the appointment parameters that you want to see in the entry and the order in which you want them to be displayed. By default, the following parameters will be displayed in the service appointment entry:
- Appointment Name/Time sheet ID (if present)
- Start Time of the appointment
- Scheduled Start Time if the appointment hasn't started
- Actual Start Time if the appointment has started
- Asset used in the appointment (applicable only for the entries in the Day view)
To customize the service appointment entry:
- Navigate to Setup > Customization > Dispatch Console. Select the Calendar tab and click Edit.
You can customize the entries in the Month, Weekly, and Day views of the calendar. - In each row, select the parameters whose values you want to see in the appointment entry. Click Save.
The added values can be seen in the service appointment entry.
Note:- If you do not select a value in the first dropdown, the parameter, if any, present in the subsequent dropdown will be used.
- If for an appointment, the value is not present for a selected parameter, then there are two possibilities:
- The value of the next parameter, if present, will be displayed
- That position will be left empty
- The parameter Name is not editable.
Reset Settings
You can reset the settings for the service appointment bar or entry to its default values. Click Reset Default to do so. Select Reset in the confirmation message to continue.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us:
support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Dispatch Console Left Panel
The left panel of the Dispatch Console will list the service appointments and work orders whose details can be viewed in the Gantt or Map view. Service Appointments List By default, the service appointments list will be displayed on the left panel. ...Dispatch Console
The Dispatch Console is the task board for scheduling and dispatching the service appointments. It contains all the information that a Dispatcher would require for assigning a service appointment to a field technician or crew. The Dispatch Console ...Dispatch Console Gantt
Permission Required: Dispatch Console The Gantt view shows the service appointments in a timeline. To see the Gantt view, navigate to the Dispatch Console module and click the Gantt tab. All the scheduled service appointments for a field technician ...Dispatch Console Map
- Permission Required: Dispatch Console - Check the Edition-based availability of Map View The Map view displays the location of the field technicians and the service addresses of the appointments. To see the Map view, navigate to the Dispatch ...Dispatch Console Calendar
In the Calendar view of the Dispatch Console, you can view all the service appointments irrespective of the service resources or territories. To see the Calendar view, navigate to the Dispatch Console module and click the Calendar tab. In the ...