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Filter appointment list on Mobile App

  • Nov 6, 2024 8:48 AM UTC
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Jr Varsity II
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Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member.  We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses.  How do we do this? 

Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.

Is this correct?

Best answer by Kandy Beatty

HI @steph23 

Do you have a filter on the GI for appts in Acumatica? Ensure it is a Shared filter. Refresh the mobile app and see if it appears

 

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    Kandy Beatty
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    • Kandy Beatty
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    • Nov 6, 2024 8:43 PM UTC

    HI @steph23 

    Do you have a filter on the GI for appts in Acumatica? Ensure it is a Shared filter. Refresh the mobile app and see if it appears

     

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    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      Jr Varsity II
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      • steph23
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      • Jr Varsity II
      • Nov 6, 2024 10:41 PM UTC

      Thank you @Kandy Beatty that did the trick.

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