Change a Scheduled appointment time instead of cancel
under review
D
Dan Baird
Sometimes we are in [verbal/email] communication with the customer and they ask us to change the meeting time for them. It would be nice to be able to do this from the CW Pod and right now the only option we have is to cancel and then send a new scheduling request. For our techs to be able to manually change the meeting time would be fantastic. Maybe just add an additional button in the Cancel dialogue to Change.
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Jason Casuga
Merged in a post:
Need to be able to Edit the Invite, before the customer accepts
S
Salman Mohommadi
There has been multiple occasions where we would've wanted to edit the request sent, but the only way is to cancel the existing one and sent another. It would be great to be able to edit the request sent, before the client sets a time so that we do not have to cancel the one which is sent. This would avoid unnecessary emails sent, and more efficiant usage of this great tool
G
Genevieve Guerard
This point is really important points for us. I was wondering the estimated time frame between when the points are under review and when they are deployed?
Do you have any idea when we will have access to it?
Jason Casuga
under review
Jason Casuga
Jason Casuga
Merged in a post:
Edit Meeting
E
Eric Buhrendorf
We should be able to edit a meeting (from the Autotask Ticket) without having to cancel it.
Sometimes the end user simply emails or communicates a change and we should be able to edit the time or day or attendees (now that we can include guests) and have the attendees be updated with an email and changed meeting invite. So basic.
A
Angela Book
This would also be a great feature for CWM PSA too!
C
Chris Shipley
We just send a meeting request from the ticket for the new time they requested if we can, or a new link to choose a new date if they need to do that instead. Though it would be nice to do what is asked here and keep emails and reminders that are programmed in TimeZest.
C
Chris Shipley
Nothing to add, but definitely voted.
Wayne Pedersen
On this same aspect of verbal communication with the client - even adding an appointment time manually from the tech view would also be useful.