Ideas for Acumatica

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Default Service Order Type by Users/Calendar Filtering by Department

We have multiple service divisions in our company and need a way to have a different default Service Order Type by User. Right now, you can only set one default service order type. When a user goes and drags to create a new appointment on the calendar that is not part of that default service order type, they must change the service order type, which causes the staff member and date/time to reset to blank.

This default service order type could either be set on the user level or on the calendar itself. This is because we also need a quick way to filter the calendar, so it only shows technicians in one service department and saves every time that users access the calendar. Ideally the concept is one department per service order type, so the calendar can then filter down the correct staff members and default the correct service order type based on the user that is accessing it.

  • Brian Rowerdink
  • Oct 24 2018
  • Planned
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