Classify calls related to existing jobs from call screen -- COMMUNITY-I-1661

[sambott1]

I have not figured out a way to classify calls related to an existing job without either having to a) manually change something on the job page, or b) go back to the dashboard/agent score card to classify it. Being able to classify it as related to an existing job from the call booking screen would be amazing. Please go vote if you agree!

https://community.servicetitan.com/t5/Ideas/bd-p/ideas

[sarahcatjones]

I'd love to vote for this! But that link takes me to the general voting page, and not a specific suggestion.

[Miranda]

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-1661

[Miranda]

I agree and voted! I added "send to the dashboard" as a call reason for this scenario. Then I go to the dashboard and reclassify, but at least I can close the call.

[uohara]

From what I understand you cannot edit from the call screen. You have to go back in after the call to reclassify. Unless something has changed I am not aware of.