Ideas for Acumatica

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Allow modification of default date range for service technicians on mobile app

the system currently shows the current month and requires manual filtering to show older or future appointments. many of my clients require a tightened date range for technicians so they can only see the current weeks appointments, or an expanded range for foreman. as of right now the only course is to pay for a screen customization that would tie this feature to a very specific security role. this needs to be a modifiable field by staff with the ability to have multiple filters

  • John Sheehan
  • Feb 11 2020
  • Already exists
  • Attach files
  • Admin
    Feedback Admins commented
    11 Jun 16:13

    This already exists.

    The Appointment List form on the mobile app is the same screen as the Appointment Summary (FS400100) form on the web version. Any filter that you make on the web version will automatically be applied to the mobile app, including adding a filter by a week or a custom filter by logged in user