CSM: Screen layout customisation

		The Customer Service Management screen contains many options that may not be relevant to your situation, and so to simplify the screen you can opt to hide or reveal the tabs depending on whether you use them or not.
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		Additionally, you can hide or reveal the tabs depending on whether you are creating a new job or editing an existing job. For example, the Engineer's notes tab allows you to enter notes on how you resolved a problem. This tab is irrelevant when you create a new job because you won't know at that stage how you fixed it, so the tab could be hidden.
		Call screen; New job
		Tick the tabs that you want to see when you create a new job during a phonecall.
		Call screen; Add to job
		Tick the tabs that you want to see when you edit a job during a phonecall.
		To-Do screen; Add to job
		Tick the tabs that you want to see when you edit a job via the CSM Big Board.
		Tabs
		Show the Current Status tab This displays the most up-to-date information on the job, such as who is allocated to it, when it is due to be done, and so on. This tab cannot be hidden.
		Show the Asset tab This is where the person logging the job selects the Asset which is to be the subject of the job. This tab could be hidden in the Add to job contexts as you shouldn't need to change the Asset once the job has been created.
		Show the Job description tab This is where you make notes about the job; what the problem is and any other salient points. This tab should always be available so that notes can be appended.
		Show the Addresses tab This page allows you select up to four addresses that are relevant to the job, such as where the work is to be carried out and the invoice address for when the job is completed.
		Show the Forms to send tab This is where you select any HTML forms that need to be printed (such as Job sheets). If you are not using HTML forms, you can hide this tab.
		Show the Engineer tab This is where you select an engineer to work on the job based on availability and skill level. If the person who initially logs the call is not the person who allocates an engineer then you can hide this tab when you Create a job. For example, if a telephonist creates the job but a Service Manager decides who carries out the work, the hide this tab when you Create a job because the Service Manager will select an engineer in an Add to job context.
		Show the Engineer's notes tab This is where the engineer types up details about what work was carried out. This tab can be hidden when you Create a job because until a job is complete the engineer won't know what work was carried out.
		Show the Engineer's hours tab This is where you can store information on how many hours were spent working on a job. This tab can be hidden when you Create a job because until a job is complete the engineer won't know how much time was spent on it.
		Show the Survey report tab When a Survey form has been filled in by hand, this is where you enter the details into the system. If you are not using HTML forms, you can hide this tab.
		Show the Previous jobs tab This is where you can view the history of the Asset associated with the job, to see whether the current problem is a recurring problem or any other relevant information.
		Note The Current Status tab cannot be hidden in any context as it is the opening screen when the CSM screen is displayed.
		Related topics Customer Service Management: An overview