Header: Unlock the Power of Customization: Transforming Tech Frustration into Efficiency
This page explains how a simple customization can solve a common problem for field technicians, improving their workflows and customer satisfaction.
(a) Challenges
- Field technicians using the Acumatica mobile app often face challenges when trying to perform seemingly simple tasks.
- A common problem was the inability to update a customer’s account name directly from the mobile app, which should have been a simple process.
- The account name field was locked down on the mobile app.
- This limitation forced technicians to return to the office to make the necessary changes, resulting in delays and inefficiencies.
- Many clients of Tayana Solutions reported experiencing the same issue, indicating it was a widespread problem.
- This issue highlights how technology can sometimes create more obstacles than solutions, causing user frustration and hindering productivity.
(b) Solution & Benefits
- Tayana Solutions addressed this issue by leveraging the expertise of their associate software engineer, Nor, who has five years of experience in the ERP space.
- Noor discovered that the Acumatica mobile app did not allow for editing of the account name field.
- Using Acumatica’s mobile layout editor, Noor was able to access the properties of the account name field and turn on the editing function.
- This solution was not complicated and was achieved via a simple setting in Acumatica’s mobile layout editor.
- The customization maintained all existing security and data validation rules, ensuring that the solution was secure.
- This customization eliminated the need for field technicians to return to the office for these types of edits.
- The solution directly addressed a real problem and had an immediate positive impact on the field technicians’ jobs.
- By enabling technicians to complete their tasks more efficiently, this change made their jobs easier and led to increased customer satisfaction.
- This real world example shows the power of customization in the ERP space when an expert is involved.
- This story underscores the importance of user feedback and how listening to frustrated users can lead to valuable improvements.
- It also highlights that solutions to workflow challenges might already exist within the system, waiting to be unlocked.