Has anyone found a way to allow customers to schedule their own service tickets (or request for work) inside of Acumatica? I know they can create CRM cases and those cases can be used to create appointments. My client is specifically looking for a way to allow customers to select a day and a time for a technician to perform work. Those days/times are based upon open availability of technicians.
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How can customers schedule appointments based on technician availability?
+1Best answer by Robert Sternberg
https://community.acumatica.com/topic/new?type=idea
As an alternative please review the Exchange integration here, which might aid in creating a publicly available calendar that customer’s can review (limit to busy/free) and select an available timeslot.
https://help.acumatica.com/?ScreenId=ShowWiki&pageid=8aeee3d3-3e8a-4ed1-82e7-10b92fb9a73b
Hope this helps!
Andrew
1 person likes this
+7It might be possible to sync with Exchange to a shared Calendar and subsequently use the office meeting extension to allow the customer to select an available appointment. This would most likely be handled through a customization.
Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
+1+7https://community.acumatica.com/topic/new?type=idea
As an alternative please review the Exchange integration here, which might aid in creating a publicly available calendar that customer’s can review (limit to busy/free) and select an available timeslot.
https://help.acumatica.com/?ScreenId=ShowWiki&pageid=8aeee3d3-3e8a-4ed1-82e7-10b92fb9a73b
Hope this helps!
Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
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