01-09-2023 07:24 AM
I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and adds the comment "updated job summary"
01-13-2023 07:30 AM
It's been a while since I've worked phones - the audit trail should show the summary was updated. Could you add a Call Reason for "Job Updates/Edits"?
01-11-2023 01:33 PM
Hi @RebeccaSantiago,
Let's see if one of our experts can weigh in. @DaylaPCG Do you know what's the best workflow or do you have suggestions for updating the job summary?