Enabling the Show Similar Jobs Option
The Show Similar Jobs option is used to globally search for Jobs that are configured with Address, Installed Product, and Service Team values that match those of selected Jobs and show the results on the Similar Jobs List. This functionality is disabled by default, and you must activate the Show Similar Jobs control to make it available to users.
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Project Jobs and Jobs in an end status are not included in Similar Jobs results.
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To enable the Show Similar Jobs option:
1. In Max Designer, click Developer Tools (
) > > , and then in the list view, click Show Similar Jobs.
) > > , and then in the list view, click Show Similar Jobs.2. To enable the feature and show the Show Similar Jobs option on the Job Action Menu, on the record page, on the System Info tab, select the Active check box, and then in the top left corner, click Save and Close (
).
).3. To enable travel time calculation, in the Settings list view, click Enable Map Provider for Nearby and Similar Jobs, and then on the record page, on the Overview tab, select the Default Value check box.
4. In the top left corner, click Save and Close (), and then to configure default sorting criteria, in the Settings list view, click Nearby and Similar Jobs Default Sort Method.
), and then to configure default sorting criteria, in the Settings list view, click Nearby and Similar Jobs Default Sort Method.5. On the record page, on the Overview tab, in the Default Value field, click Distance (the default) or Travel Time (if enabled), and then in the top left corner, click Save and Close ().
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The Score option is not supported for Similar Jobs. When this option is configured in this setting, the Distance sorting option is used for Similar Jobs instead.
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