I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright font colour?
We also use color coded tags for each of our technicians that we add to a Customer Record and/or their Location Record to help our CSR/Dispatcher's know which tech a customer prefers to have come out. It's a quick visual aide for them. 😊
We also use color coded tags for each of our technicians that we add to a Customer Record and/or their Location Record to help our CSR/Dispatcher's know which tech a customer prefers to have come out. It's a quick visual aide for them. 😊
