11-11-2024 03:36 PM
I had an issue where someone was able to select job type that isn't associated with a business unit. Basically, I have a form that triggers based on a specific job type. That job type is limited to a specific business unit. For example:
When I go into the Job Type, I only that that business unit selected. But if I go to the Call screen, I can book a job under "Residential - Service & Repair" and select the Job Type of "Residential - New Door Install" even though that job type does not have "Residential - Service & Repair" allowed in the configuration.
Working with support, they indicated that this is how it is supposed to work. I do not believe that makes any sense. The context help bubble indicates that it should work how I am describing it. Looking for some insight.
11-12-2024 02:52 PM
If you have a job type limited to specific business units, then from the call booking screen a CSR should only ever be able to select one of the business units assigned to that job type. With support sometimes I have found it helpful to send over a screenshot of what I am seeing, and also screenshots from that context bubble to show that it is not performing as explained in those bubbles.