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case 4256

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John Cardinal
2022-12-02 23:13:43 +00:00
parent c5f6e693ba
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devdocs/todo.txt
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I am waiting for these three changes for now...
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I would like to make registering a new customer easier and something I could do easily. First, I could select a free work time from the calendar, after which I could go to select the client and write the client's name or initials, then if it is not found in the database, I could use the button next to it to add the client to the database, after which I could go back to the work order and fill it in and, after saving, back to the calendar.
We have talked about this topic before....
Yes that's correct, we will be looking into improving that flow still.
- John
On Fri, Nov 11, 2022, at 9:49 AM, ATK- ja RTV- Huolto Kaarakainen wrote:
if I understood correctly, I still can't search first whether the customer is already in the database or whether the customer is new.
I should be able to create a new customer on the work order page when I first search to see if the customer exists
After that I should easily get back to the schedule page.
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Could the "Summary" of the work order appear under the name in schedule page?
I can't get a new client to work with Schedule either.
The work order is not saved if I go to create a new customer and return to the work order page
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Hello, I just checked into the case 4154 I made for your SMS requested feature and it is being triaged, it's status has changed to pending more information as a developer has examined it recently.
There are some questions entered in the case to ask you:
- Ask if they would use this as the *only* email address for this customer for all Notification messages or as an additional feature in *addition* to the regular email address of the Customer.
- If this is an additional contact method, which method would the AyaNova notification system use, both or in some way selectable by the User for each customer to indicate which one to use or some other method?
- The attached image looks like this feature would be used to send a direct message immediately from the Customer record form; is that feature part of this request in addition to the regular AyaNova notifications sent via this method?