Form Name: Call Tracking

Form ID: CALL_TMP

Solution: Call Tracking Template

The Call Tracking form will track the service calls that are taken. It will track such things as the issue, the technician on the call, the hours and rate to bill. The Notes button opens a notes Extra Window that can be used to track notes.

 

  

Form Name: Equipment

Form ID: EQUIPMENT_TMP

Solution: Call Tracking Template

The Equipment form will track the equipment that is owned. It will track such things as the Item, the customer that is using them, the address, and the information for where it serviced.

  

Form Name: Office

Form ID: OFFICE_TMP

Solution: Call Tracking Template

The Office form will track the Offices that you have.

 

 Form Name: Problems

Form ID: PROBLEMS_TMP

Solution: Call Tracking Template

The Problems form will track the Problem Types that can be used for the service calls.

  

Form Name: Service Area

Form ID: SERVICEAREA_TMP

Solution: Call Tracking Template

The Service Area form will track the Service Areas that are setup to be used for the service calls.

Form Name: Technician

Form ID: TECHNICIAN_TMP

Solution: Call Tracking Template

The Technician form will track the Technicians available to do the service calls.

Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.