Skip to main content
Answer

Filter appointment list on Mobile App

  • November 6, 2024
  • 2 replies
  • 86 views
S
Jr Varsity II
Forum|alt.badge.img

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

 

Kandy Beatty

2 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • Answer
  • November 6, 2024

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

 

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*.
Chris Hackett
S
Jr Varsity II
Forum|alt.badge.img
  • steph23
  • Author
  • Jr Varsity II
  • November 6, 2024

Thank you @Kandy Beatty that did the trick.

Chris Hackett
Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved