New Fields on Users, Customers and Contracts
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We've added new optional fields to help capture more information on your Contacts, Service Agents, Customers and Contracts.
Contacts can now be associated with a Location and Department and Service Agents can now be associated with a Location, Cost Center, Service Line, Department and Start Date.
Customers and Contracts can now be associated with a Location.
The Locations, Departments and Cost Centers that can be selected are configured in Builder.
We are also removing some existing fields.
The new fields have been added to the following places. All new fields are optional.
Location - you can select the location of a contact from the list of locations in the system.
Department - you can select the department of a contact from the list of department in the system.
These can be found in the Create/Edit Contacts pop-up in Work Manager and in the 'About' section of the Contact Activity page.
Service line - you can select the service line of a service agent from the list of service lines in the system.
Location - you can select the location of a service agent from the list of locations in the system.
Cost Center - you can select the cost center of a service agent from the list of cost centers in the system.
Department - you can select the department of a service agent from the list of department in the system.
Employment Type - you can select the employment type of a service agent, i.e. Permanent, Contractor, Fixed Term, Intern or Unknown.
Start Date - you can select the start date of a service agent
These fields can be found in the 'Details' tab when creating/editing a Service Agent in Builder.
Location - you can select the location of a customer from the list of locations in the system.
This can be found in the 'Customer' tab from the Service Matrix in Builder.
Location - you can select the location of a contract from the list of locations in the system.
This can be found in the 'Contract' tab from the Service Matrix in Builder.
New departments, locations and cost centres can all be added and updated from the System Settings section of Builder by users who have the 'System Settings’ option set as part of their user role.
To add a new department, go to the General Settings section of Builder and then select 'Departments' from the menu.
Here you'll see a list of departments that have already been added to the system.
To add a new one, click on the '+', fill in the name (and description if you want) of your new option and then click 'Create'.
The new department will be added to the list.
You can also edit a department by clicking on it and then editing the name or description and clicking 'Update'.
To add a new location, go to the General Settings section of Builder and then select 'Locations' from the menu.
Here you'll see a list of locations that have already been added to the system.
To add a new one, click on the '+', fill in the name (and description and address if you want) of your new option and then click 'Create'.
The new location will be added to the list.
You can also edit a location by clicking on it and then editing the name or description or address and clicking 'Update'.
To add a new cost center, go to the General Settings section of Builder and then select 'Cost centers' from the menu.
Here you'll see a list of cost centers that have already been added to the system.
To add a new one, click on the '+', fill in the name, code (and description if you want) of your new cost center and then click 'Create'.
The new cost center will be added to the list.
You can also edit a cost center by clicking on it and then editing the name or code description and clicking 'Update'.
Locations, Cost Centre, Departments and Service Lines can all be localized in the Localization page of Builder.
Along with adding these new fields, we are also deleting some existing ones.
The following data fields are either being deleted if they are 100% unpopulated or migrated into Extension Properties if there is any population.
Telephone Number
Mobile Number
Date Of Birth
Address
Office Location
This means that:
If the fields are 100% unpopulated, they will be removed from the UI, i.e. they should be removed from the Contacts page as columns and they should be removed as column options that a user can select in the 'Select Columns' pop-up. They can always be added back in the future as Extension Properties.
If the fields are populated at all, they will be migrated across as an Extension Property.
Please note that this is done per field, i.e. if you are using Address but not Date of Birth, then when you upgrade to 2024.1 you will have 'Address' as an Extension Property but 'Date of Birth' will be deleted.
