Skip to main content
Solved

Appointment Links


Forum|alt.badge.img

Is there a way to add a link to each appointment of to get back to the first appointment?

Our techs want to be able to refer back to what was done on the first appointment because sometimes a different tech will be going out on the follow up appointments. This way they can get to the appointment faster.

Best answer by Kandy Beatty

HI @CAMORRISON 

The only way the appointments are linked is through the Service Order. The appointments themselves do not link. 

One work around would be they can click the pencil on the Appointment and it will bring up the Service Order with the other appointments attached. 

If you wanted it on the actual appointments, you would need a customization.

 

View original
Did this topic help you find an answer to your question?

3 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2209 replies
  • Answer
  • December 7, 2023

HI @CAMORRISON 

The only way the appointments are linked is through the Service Order. The appointments themselves do not link. 

One work around would be they can click the pencil on the Appointment and it will bring up the Service Order with the other appointments attached. 

If you wanted it on the actual appointments, you would need a customization.

 


Forum|alt.badge.img
  • Author
  • Freshman I
  • 32 replies
  • December 7, 2023

Can they do that through the app?


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2209 replies
  • December 7, 2023
CAMORRISON wrote:

Can they do that through the app?

You would need to add Service Orders to the app. 


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings