LogixOne Operator Backend
How to create LogixOne Operator Events automatically.
Some users of LogixOne are happy to for the CRM to create LogixOne Operator Events as soon as the Job/Sales Order is created. This can be achicieved by adding the Zoho script detailed below to a custom worflow. The following article details how this ...
Detailed explanation of how LogixOne Operator creates and completes Jobs
In this arctile, we shall discuss in depth how LogixOne Operator: Creates Jobs (either one-time or reoccurring) Assigns those jobs to an Operator The Operator completes the job Brief explanation of process flow The Job /Sales Order (Native zCRM Sales ...
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 Setup>Company Details>Time Zone as the base time for creating any job events. 2. How many operators can I create ...
Creating a "Non" related event (meeting) for an operator
From time to time, it maybe important to create an event for an operator without relating it to an operator. For example an operator truck may require maintenance or special training is required. You can do this by creating a event (meeting) from ...
How to setup and use LogixOne Operator - Quick Start Guide
The following video describes how to use the complete functionality within LogixOne operator and how to implement it within your field service management business. We strongly suggest following along with this video and your environment to see how ...