LogixOne Operator FAQ's
The following is a list of questions for LogixOne Operator:
1. What time zone are the job events set to?
LogixOne Operator uses the time zone as set within your Zoho CRM Company Details as the base time for creating any job events.. To modify go to: Setup>Company Details>Time Zone
2. How many operators can I create within the CRM?
You can create as many Operators as you like within each CRM. However, you can only 'Sync' as many 'Active' operators as your LogixOne Operator license allows for.
For example: your LogixOne Operator license allows for 10 'Active' operators. You can therefore have 10 'Active' operators within the 'Operators' module and as many 'Inactive' operators as you like. You can also 'De Activate' an Operator and then 'Active' another. As long as you do not go over your LogixOne Operator 'Active' Operators license limit.
3. I have created my Operators but they cannot log in to the LogixOne Operator App?
This issue is commonly caused because you have created a ne 'L1 Operator' within the L1 Operators module and the new Operator 'Record' within the CRM has not be 'Synchronised'. After creating an Operator or make any modification to an Operator you must click the 'Sync Operator' Button as detailed below. Or best practice is to create the Operators from within the L1 Operator module and the sync happens automatically.
4. Can my Operators add items to their jobs?
Yes, Operators can use the 'Add Items' in the LogixOne Operator App using the 'Add Items' feature when 'Completing' Jobs, see below
PLEASE NOTE: NOT all Items from the CRM 'Products' module within the 'Add Items' list are synchronised with the L1 Operator App only. To Synchronise a product from the CRM to the 'Add Items' list within the L1 Operator APP requires the 'Product Active in Operator App' field is 'Checked', see below:
5. How do I see completed Job Attachments?
Completed 'Job' attachments are saved in the 'Jobs' corresponding invoice. To access, navigate to the LogixOne Calendar and select the completed 'Job'. Click it and select 'see invoice'. to quickly navigate to the invoice.
Then in the invoice see attachments in related invoice there you'll find the images.
6. Can I delete Operators?
Yes, you can delete Operators from the CRM 'Operators' module. However, we suggest the best way is to Just mark the 'Operator' as in-active. Please ensure that you click the 'Sync Operator' button after marking the 'Operator' as 'In Active' to complete the task. Please note; any 'In active' operators do not count in you 'Active Operators' licence.
6. Jobs completed by Operator but no Job Invoice is created.
When a Job is completed but no invoice is created the job Calendar will return a [!] This is commonly caused because the necessary CRM fields have been removed from the module.
7. My Operators cannot call the job Contact.
The operator app is able to call the Jobs 'associated' contact only IF there is no mobile number in the contact or a contact has not been associated to that Job then the call will fail. Please also note, that the operator app is just initiating the call via the phones own phone dialer. The call is not being made from the LogixOne App.
8. My jobs are not showing in LogixOne Operator after I Create them from the CRM Sales Order Module.
This is a very common occurrence and it occurs because the user has not clicked the 'Sync to L1' button when either creating or editing a job.
9. For some reason I'm getting errors when creating jobs.
The most common cause of this is that someone has edited either the CRM Sales Order or Invoice module layouts and have 'hidden' or moved one the fields that L1 Operator uses and requires to the 'Unused Items' list. Please navigate to Setup>Modules>select module (eg Sales Orders) edit the layout and check for any fields within the 'Unused Items' list and put them back into the layout.
10. Can I change the name of the modules and fields?
You can change the name of the CRM modules such as change 'Sales Orders' to 'Jobs' using the native CRM 'Setup'. You cannot change any of the L1 Operator field names.
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