If you change the phone # when entering a service call, that # should be on the email to the tech not the primary on the account.

When entering a service call, you will change the contact & phone # on the call if it is different than the primary contact for that customer. The tech needs to see that information when the call is sent to them. So we currently have to put the new contact and phone number in the comments section so the tech will get it.

It's confusing to the tech if they get the primary contact info and then see another contact in the comments.

If you override the primary contact and phone number on a WO that info should be sent to the tech.

  • Nick Liederbach
  • Apr 9 2021
  • Needs review
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