The Views option enables you to customize how all names appear in the ServiceCEO lists, phone number formats, the tip of the day, and the capacity management features.
To define the View Options:
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Views from the Categories bar. The Views Options dialog box appears.
There are five sections in the General Options dialog box:
Select the option button corresponding to the format in which you want customer and employee names to appear.
Select the phone number format you want to use from the Phone number format is: drop-down list. You can choose one of two formats:
United States - (123) 555-4678 x123. This is the system default.
No Formatting - Users can use any phone number format they want.
By default, the Display ‘Tip of the Day’ at Startup check box is selected. This feature displays a tip or message about ServiceCEO's functionality on the program’s features and functionality every time you start the application. To disable this feature, deselect this check box.
There are two options in the Other section:
To define Capacity Management, click Capacity Mgmt. See the Defining Capacity Management section for details.
Select or clear the Display the 'Refer a Friend' button. check box to display or hide the Refer a Friend button from the Office Duties section of ServiceCEO.
The Use 'Find Options' dialog box check box controls whether or not the Find Options dialog box appears when using Quick Search to search for a Job number, Estimate number, or Invoice number. If it is selected, the Find Options dialog box will appear. If deselected, the Find Options dialog box will not appear.
Related Topics:
Defining Capacity Management
Building Capacity
Depleting Capacity
Back to Options Overview