Change Field Service Manager Mobile to use assignment groups or territories

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Administrators can change Field Service Manager Mobile to show territories instead of assignment groups.

    Vorbereitungen

    Role required: admin

    You must have the Field Service Manager Mobile plugin installed before changing from assignment groups to territories. You must have the territory planning plugin installed to use territories with Field Service Manager Mobile.

    Warum und wann dieser Vorgang ausgeführt wird

    By default Field Service Manager Mobile uses assignment groups.

    Prozedur

    1. Navigate to All > Field Service > Manager Mobile > Properties.
    2. Select the Show Mobile view by drop-down list.
    3. Select Assignment Groups or Territories.
    4. Select Save.