How do we add 2 people to an appointment? I know we can put it in shared, but that seems to add everyone.
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2 techs for a single appointment
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nattivillin
- 1146
2 techs for a single appointment
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Support Team
- 7534
Re: 2 techs for a single appointment
Appointments/on-site visits are assigned to a single technician or indeed are 'shared' so everyone see them. What you may also use is the copy-to-others option and select the other technicians to include. This option can be activated from the Calendar/Dispatcher Window - the option third from left on the toolbar (just right to the 'Copy' option).
Hope this helps.
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nattivillin
- 1146
Re: 2 techs for a single appointment
That works great, thanks.
If we change the appointment under one tech, does it change it on the other?
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Support Team
- 7534
Re: 2 techs for a single appointment
The schedules are separate for each technician and aren't related to one anther, meaning each instance should be rescheduled manually.
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