FieldInsight

When you have the FieldInsight Area and Division features enabled, your Schedulers and Senior Scheduler will be able to assign a Quote to an Area and a Division. However, prior to assigning, you have to

<a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature">Enable the Area and the Division features from the System Fields settings</a> first,

then, <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">create your list of Areas and Divisions</a> drop down selections.

1. <a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature">Enable the Area and the Division features from the System Fields settings</a> first,
2. then, <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">create your list of Areas and Divisions</a> drop down selections.

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A QUOTE

<a href="https://help.fieldinsight.com/en/articles/6875473-who-can-assign-a-project-to-an-area-and-or-a-division">Who can link a Quote to an Area and/or a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility">Who can see the Area and the Division linked to a Quote?</a>

1. <a href="https://help.fieldinsight.com/en/articles/6875473-who-can-assign-a-project-to-an-area-and-or-a-division">Who can link a Quote to an Area and/or a Division?</a>
2. <a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility">Who can see the Area and the Division linked to a Quote?</a>

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below: 

<a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">On the Projects form page</a>, and

1. <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">On the Projects form page</a>, and
2. on the Staff individual page
    

LINKING A QUOTE TO AN AREA AND TO A DIVISION

Once the Area and the Division drop down selection are setup, simply scroll to the Quote's "Area" and "Division" drop down and choose the correct option where the Quote belongs. 

Any update you made on the Quote auto-saves so the next time you or someone opens the same Quote, they will see the last selections and updates made by the last-touch-scheduler.

<a href="https://help.fieldinsight.com/en/articles/6875471-can-the-assignment-of-the-area-and-the-division-be-automated">Automating the linking of the Area and the Division</a>

<a href="https://help.fieldinsight.com/en/articles/6982759-how-to-filter-search-a-quote-based-on-the-area-and-on-a-division">How to filter search a Quote based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875504-how-to-link-an-invoice-to-an-area-and-to-a-division">How to assign an Invoice to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982777-how-to-filter-search-an-invoice-based-on-the-area-and-on-a-division">How to filter search an Invoice based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875496-how-to-link-a-purchase-order-to-an-area-and-to-a-division">How to assign a Purchase Order to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982787-how-to-filter-search-a-purchase-order-based-on-the-area-and-on-a-division">How to filter search a Purchase Order based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875526-how-to-link-a-sales-report-to-an-area-and-to-a-division">How to assign a Sales Report to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982795-how-to-filter-search-a-sales-report-based-on-an-area-and-on-a-division">How to filter search a Sales Report based on an Area and on a Division?</a>

How to filter search a Sales Performance based on the Area and on a Division?

<a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">How to assign a Project to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982732-how-to-filter-search-a-project-based-on-the-area-and-on-the-division">How to filter search a Project based on the Area and on the Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875385-how-to-assign-a-job-to-an-area-and-to-a-division">How to assign a Job to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982742-how-to-filter-search-a-job-based-on-the-area-and-on-a-division">How to filter search a Job based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division">How to assign a Staff to an Area and to a Division?</a>

How to filter search a Staff based on the Area and on a Division?

- <a href="https://help.fieldinsight.com/en/articles/6875471-can-the-assignment-of-the-area-and-the-division-be-automated">Automating the linking of the Area and the Division</a>
- <a href="https://help.fieldinsight.com/en/articles/6982759-how-to-filter-search-a-quote-based-on-the-area-and-on-a-division">How to filter search a Quote based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875504-how-to-link-an-invoice-to-an-area-and-to-a-division">How to assign an Invoice to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982777-how-to-filter-search-an-invoice-based-on-the-area-and-on-a-division">How to filter search an Invoice based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875496-how-to-link-a-purchase-order-to-an-area-and-to-a-division">How to assign a Purchase Order to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982787-how-to-filter-search-a-purchase-order-based-on-the-area-and-on-a-division">How to filter search a Purchase Order based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875526-how-to-link-a-sales-report-to-an-area-and-to-a-division">How to assign a Sales Report to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982795-how-to-filter-search-a-sales-report-based-on-an-area-and-on-a-division">How to filter search a Sales Report based on an Area and on a Division?</a>
- How to filter search a Sales Performance based on the Area and on a Division?
- <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division">How to assign a Project to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982732-how-to-filter-search-a-project-based-on-the-area-and-on-the-division">How to filter search a Project based on the Area and on the Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875385-how-to-assign-a-job-to-an-area-and-to-a-division">How to assign a Job to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982742-how-to-filter-search-a-job-based-on-the-area-and-on-a-division">How to filter search a Job based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division">How to assign a Staff to an Area and to a Division?</a>
- How to filter search a Staff based on the Area and on a Division?

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A QUOTE

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

LINKING A QUOTE TO AN AREA AND TO A DIVISION

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