Bookings do not Autofill with Update
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10-19-2023 08:39 AM
Before an CSR would grab the Booking, they would select “+ New Customer” and it would autofill all the information. Now it leaves it all blank resulting in the CSR needing to copy and paste all the information.
This is step backwards. It adds steps and time is consuming.
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Call Booking Details
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10-19-2023 08:54 AM
That doesn't sound like normal behaviour, ours is still populating information. Might need to reach out to support.
Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning
Acclaimed! Heating Cooling and Furnace Cleaning
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10-19-2023 09:21 AM
Will do. It's been since the update.
