Ideas for Acumatica

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Auto assign service staff in appointment

When users maintain the appointment, they can select staff by using criteria. Can we define the default staff basing on 'customer and equipment' criteria, so system will auto bring the default staff when the appointment is created.

  • Guest
  • May 29 2020
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  • Greg Dow commented
    10 Jun 06:20pm

    Could this be done by adding one more type of Assignment Map