case 4256

devdocs/todo.txt

@@ -0,0 +1,39 @@
+I am waiting for these three changes for now...
+
+-----------------------------------------
+I would like to make registering a new customer easier and something I could do easily. First, I could select a free work time from the calendar, after which I could go to select the client and write the client's name or initials, then if it is not found in the database, I could use the button next to it to add the client to the database, after which I could go back to the work order and fill it in and, after saving, back to the calendar.
+
+We have talked about this topic before....
+
+Yes that's correct, we will be looking into improving that flow still.
+
+- John
+
+On Fri, Nov 11, 2022, at 9:49 AM, ATK- ja RTV- Huolto Kaarakainen wrote:
+
+if I understood correctly, I still can't search first whether the customer is already in the database or whether the customer is new.
+
+I should be able to create a new customer on the work order page when I first search to see if the customer exists
+After that I should easily get back to the schedule page.
+
+----------------------------------------------
+
+Could the "Summary" of the work order appear under the name in schedule page?
+
+I can't get a new client to work with Schedule either.
+
+The work order is not saved if I go to create a new customer and return to the work order page
+
+-----------------------------------------------------
+
+Hello, I just checked into the case 4154 I made for your SMS requested feature and it is being triaged, it's status has changed to pending more information as a developer has examined it recently.
+
+There are some questions entered in the case to ask you:
+
+-  Ask if they would use this as the *only* email address for this customer for all Notification messages or as an additional feature in *addition* to the regular email address of the Customer.
+-  If this is an additional contact method, which method would the AyaNova notification system use, both or in some way selectable by the User for each customer to indicate which one to use or some other method?
+- The attached image looks like this feature would be used to send a direct message immediately from the Customer record form; is that feature part of this request in addition to the regular AyaNova notifications sent via this method?
+
+
+
+

docs/8.0/ayanova/docs/adm-users.md

@@ -8,10 +8,10 @@ Users can be selected in AyaNova in the following places:
 
 -   [Memo "To"](home-memos.md#to)
 -   [Project "Overseer"](svc-projects.md#project-overseer)
--   [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-2)
--   [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user)
--   [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-1)
--   [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-3)
+-   [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-labor)
+-   [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user-scheduled)
+-   [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-task)
+-   [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-travel)
 
 ## Authorization Roles required
 

docs/8.0/ayanova/docs/svc-workorders.md

@@ -646,7 +646,7 @@ If a start time is already set, adjusting the stop time will cause AyaNova to ca
 
 This is hours of service expected to be required. It doesn't have to match the selected time period between the start and stop fields but it's a good idea to do so to avoid confusion.
 
-#### User
+#### User (scheduled)
 
 Here you select the scheduled User that will be providing service. When you select the User and enter start and stop times this User will see the item on their schedule form and optionally be notified that they are scheduled for service.
 
@@ -724,7 +724,7 @@ The Sequence controls the order in which tasks are displayed in the form and on
 
 This field indicates the status of this particular Task item. Options are _Completed_ , _Failed_ , _N/A_ (not applicable), _To do_ (the default).
 
-#### User
+#### User (task)
 
 The User who is assigned or has completed the Task.
 
@@ -1042,7 +1042,7 @@ This is hours of service to be recorded / billed. It doesn't have to match the s
 
 This is the [service rate](acc-service-rates.md) that is billable rate for this labor item.
 
-#### User
+#### User (labor)
 
 Here you select the service technician User that provided service.
 
@@ -1186,7 +1186,7 @@ This optional field is the distance travelled.
 
 This is the [travel rate](acc-travel-rates.md) that is billable rate for this travel item.
 
-#### User
+#### User (travel)
 
 Here you select the service technician User that had to travel to provide service.