Filter appointment list on Mobile App

Question

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?

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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

Thank you @Kandy Beatty that did the trick.

Reply

Kandy Beatty · Accepted Answer

HI @steph23Do 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

steph23 · Answer

Thank you @Kandy Beattythat did the trick.

Reply

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