What is a Record Field?
A record field specifies the type or format of data/information that is stored in a given field. For example: data, single select, formula, rollup, long text, attachment, are a few fields that data can be displayed with. Now let's take a closer look at the record fields featured in the dashboard.
Record Field Breakdown
Item - The item field on the far left represents the name assigned to the job.
Timing Status - In the next column we have the status of the job. Here you can see if there’s an issue with the job, whether it’s on-track or off-track and you’ll notice in the item column to the left, the item names are grouped by the timing status. Meaning that all jobs that have an issue will be grouped together and etc.
Customer Company - This field is the name of the company that the job is with.
Order Number - The Order is made up of the items a customer orders, some of which may need to be produced ("Jobs"), some which may need to be fulfilled. An Order Number is assigned to every "Order" that is placed, it is often (but not always) different than the Job Number. *** Tip: The customer pay for the order that is placed. A discount is applied to an order. An order ships to multiple locations.
Status - The far-right field represents the stage in which the job is in. You can see a few examples in the picture with billing, order received and designing.
Manage Job - [Need Description]
Manage Design - [Need Description]
Manage Order - [Need Description]
Submit Payment Link - [Need Description]
Status Details - [Need Description]
Resend Payment Link - [Need Description]
Billing Note - [Need Description]
Payment Request Resent - Displays the date and time that the payment request was resent
Status (from Design) - [Need Description]
Status (from Production) - [Need Description]
Request Estimate - [Need Description]
Manage Estimate - [Need Description]
Estimate ID - [Need Description]
Business Days Since Proof Approval - [Need Description]
Priority - The urgency in which the job should be resolved in.
Quality Check - [Need Description]
Rush Ship Date - [Need Description]
Place on Hold - This button opens a form allowing you to place a job on hold should problems or delays arise.
*Note that the job will need to be placed on hold in Product and/or Billing separately if it is in either of those departments
Cancel Job - This button opens a form allowing you to cancel a job should problems arise with the job details, pricing, deadlines etc.
Received -
Project Lead - The person responsible for overseeing and moving the job along till it's completion.
Last Update (from Production) - [Need Description]
Report Customer Issue - [Need Description]
Evaluate - [Need Description]
Hold Description - Here is where the reasoning for the hold displays should the job have been halted.
Estimated Hold Resolution - The hold date that was previously selected in the place on hold form is displayed in this field.