Allow a secondary resource to become the primary resource when appointment is scheduled
closed
R
Roberta Piket
Currently when an appointment is scheduled, TimeZest updates the primary resource in Autotask with the scheduled resource. However, if the scheduled resource is already a secondary resource, TimeZest does not change the primary resource.
It would be great if an existing secondary resource could be made the primary resource.
Log In
Jason Casuga
closed
Jason Casuga
Roberta Piket: I believe this works as you requested. When the resource is a Secondary Resource on the ticket and a client completes a scheduling request with that resource, they will be moved into the Primary Resource position on the ticket.