Feature Overview:

This update introduces an "Inactive" checkbox for Private Companies' Offices, allowing for better control over which entities appear during ticket creation. By enabling the ability to mark offices as Active or Inactive, the system ensures that only relevant, current business partners are visible, significantly reducing clutter and selection errors.
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Related Features:

• Service Order Management
• Customer & Vendor Directories
• Mobile Data Synchronization

Features/Benefits:

• Controlled Company Visibility - Ticket Managers can now hide inactive customers or vendors from selection lists without deleting their historical data.‍
• Streamlined Ticket Creation - Selection fields remain clean and focused, displaying only relevant offices and companies.‍
• Synchronized Cross-Platform Logic - Status changes are reflected across both the Web and Field Tech applications, ensuring consistency between the office and the field.‍
• Improved Data Accuracy - Prevents the accidental assignment of tickets to outdated or decommissioned offices.‍
• Simplified Database Maintenance - Easily toggle the status of a company as business relationships evolve.

How It Works:

1. Navigate to the Contacts section and select Private Companies.
2. Open an existing Company, then Office record or create a new one.
3. Locate the Inactive checkbox and select it.
4. When creating a new Ticket, observe that only Active offices are available in the Customer Office dropdown menu.
5. For Field Tech app users, perform a Sync to update the local database with the latest visibility settings.