Customize the display of conference recording information

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Customize the Conferences related list to display specific information about conference recordings for work order tasks.

    Before you begin

    Role required: admin

    About this task

    As a dispatcher or a Field Service Manager, you can listen to conference recordings of Zoom and Microsoft Teams meetings held to resolve customer issues.

    Procedure

    1. Navigate to All > Field Service Management > Work Order > All Work Order Tasks.
    2. Open a work order task from the list.
    3. Open the Conferences related list.
    4. Click the personalize list icon (Personalize list icon) in the upper left corner.
    5. Use the dual listbox to move the following items from the Available column to the Selected column.
      • Number
      • Active
      • Service Provider
      • Conference Call ID
      • Description
      • Duration
      • Created by
      • Recording
    6. Click OK.