Customize Daily Reports and Field Tickets
Daily Reports and Field Tickets offer extensive customization options.
You can rename and reuse most of the PM Daily Log tables and forms available in Vista (Info, Employees, Subcontractors, Equipment, Visitors, Conversations, Deliveries, Accidents). You can also add your own custom UD form to PM Daily Logs for use in Daily Reports and Field Tickets.
The portal also supports UD fields and UD lookups for any of the standard fields available on the form or tables. It is not uncommon for customers to take a standard PM Daily Logs table, such as Conversations, and change it entirely to meet their business needs by hiding standard fields, adding new UD fields, adding UD lookups, and changing the label from Conversations to something more applicable to their organization.