Service scheduling - customer preferred
Anyone know how to define a list of resources that are "customer preferred"? When scheduling a service, the form assistant lists the resources from the selected service, but above that, it also has a box for customer preferred. Anyone know what this does, or how to enter information? We have priority customers that have technicians specially trained for their site and would prefer that these techs perform the services, but if for some reason they are busy, we need to be able to select other resources. Any thoughts?
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WiLLerZ
11/29/2006 11:58:47 PM
crm
35858 articles. 
1 followers.
1 Replies
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Hi, You can add the customer's service preferences in the Account, administration tab, at the bottom. I have to scroll down on my system to see it. -- Laura Barber "WiLLerZ" wrote: > Anyone know how to define a list of resources that are "customer > preferred"? When scheduling a service, the form assistant lists the > resources from the selected service, but above that, it also has a box > for customer preferred. Anyone know what this does, or how to enter > information? > We have priority customers that have technicians specially trained for > their site and would prefer that these techs perform the services, but > if for some reason they are busy, we need to be able to select other > resources. > Any thoughts? > >
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Utf
2/8/2007 8:31:02 PM
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