- I'm not sure about 9.5 but in 11 you can right click anywhere on the grid and select Customize. From there choose the preferences tab and there should be a checkbox to automatically refresh the grid. you can also set the refresh frequency.
- This will fix your slow search issues.
- As long as their email is setup, you should be able to setup up Notifications that apply across the board. I'm not sure why this one Technician is not getting notifications. Sorry I'm not much help with this one.
I concur with what Brad has said above about 1 and 2. I'll add the following:
For #1 keep in mind that the auto refresh setting must be enabled for every work order grid. It isn't a global change that will enable auto refresh for all grids.
For #3, as long as the Event Policy associated with the work order (you can see the name of the associated Event Policy on the work order form towards the bottom) has the "Work order assigned" notification enabled for technicians, the Track-It! system is setup properly to send notifications, and the assigned technician has an e-mail address, it should work EXCEPT if the technician is creating a work order for themselves. In that case, they will not be notified.
Hey Bill, glad to see you on the community.