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Appointment Travel Time and Signatures

  • October 19, 2023
  • 1 reply
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We have never used the Depart/Travel time feature of Appointments because it only works one way (traveling to the customer). We wanted to start requiring signatures from customers. Once I started doing some trial runs of the signature feature I found out that the appointment has to be fully filled out for the signature to stick. If there are any changes or corrections to the appointment, the signature is gone. This makes sense but it also makes it unusable for us since we have our technicians log their time back to the office.

Is there anyone else using one or both of these features (using the depart logging, using the signature) that can explain how they made it work for them?

Best answer by vdiaz

Hi @amajors ! 

Have you tested this functionality recently? I have also noticed that sometimes when you add the signature when you open the signed appointment report (with the action Preview Report) sometimes the signature is missing. 

I would advise to always save the appointment after signing and before trying to preview the report. 

I hope that helps. 

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vdiaz
Acumatica Moderator
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  • Acumatica Moderator
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  • July 3, 2024

Hi @amajors ! 

Have you tested this functionality recently? I have also noticed that sometimes when you add the signature when you open the signed appointment report (with the action Preview Report) sometimes the signature is missing. 

I would advise to always save the appointment after signing and before trying to preview the report. 

I hope that helps. 


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