Easily Remove Phone Field into the Customer Service Report

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How to Remove Phone Field into the Customer Service Report

4.9 out of 5

60 votes

this video is just a short extract from the entire course if you wish to see all of the videos from this series at higher quality and in far larger screen size head over to ifskills.com inevitably there will be times when you need to remove a field from a report either because it has now become superfluous or it was placed there by accident so if i no longer want the town city field on my report i can select that field within the detail section and press delete on the keyboard and the field will disappear you have to be very careful that you select the field within the detail section and not the label in the page header for example if i were to select the surname label only in the page header and press delete only the label goes the data is still there luckily there is an undo feature in crystal reports should i wish to bring that heading back

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How do I create a field service report?

A field service report should include the following information. Customer and technician information (name, address, contact information, and company name) The reported issue. The inspection report including visuals. The repairs/replacements required. Actions to be done by the technician. Follow-up audits, if necessary.

How do you create a service report from Field Service Mobile App?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, youre prompted to Sign Confirm.

How do I create a report page in Salesforce?

To create a new report: From the Reports tab, click New Report. Select the report type for the report, and click Create. Customize your report, then save or run it.

How do I create a custom report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Click New Custom Report Type. Select the Primary Object for your custom report type. Enter the Report Type Label and the Report Type Name .

How do I create a basic report in Salesforce?

0:08 4:12 How to Create a Report in Salesforce Lightning - YouTube YouTube Start of suggested clip End of suggested clip Tab if you dont see the reports tab you can always go to the app launcher on the left. Here. AndMoreTab if you dont see the reports tab you can always go to the app launcher on the left. Here. And type in reports itll get you to the same. Place. So from here were going to click the new report.

How do I create a report template in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Click New Custom Report Type. Select the Primary Object for your custom report type. Enter the Report Type Label and the Report Type Name .

How do I create a report dashboard in Salesforce?

Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name the dashboard Construction and click Create. Click +Component. Select the Supplies report and click Select. Select the Vertical Bar Chart component and click Add. Click Save and then Done.

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