Restrict apt type to certain users
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Jodie Lemery
It would be great if we could set up appointment type that are only available for certain users (or a group of users). Different job functions need different appointments and it doesn't make sense for everyone to sort through the ones they don't need.
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Jason Casuga
Merged in a post:
Limit teams that can be selected for specific appointment types
C
Calum Farley
Prevent certain Teams from being selected for certain appointment types. For Example we do not want our Remote Support Teams to be able to be selected when the appointment type is the 90 Min On-site, as not all users in remote users are local.
A tagging system may be a good option to configure this.
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Beverlee Smith
This would be very beneficial to be able to have more control over teams and appointment types to ensure possible mistakes would be caught before they happen. We had a scenario where the onsite appointment type was selected but the scheduling team was set to schedule from a remote only team so any efforts to stop scenarios like this from happening would be greatly appreciated!
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Paul Zimmerman
Being able to map appointments to teams would be great. For example, we have client who requires only US citizens to support their environment, so being able to limit on-site appointments to only list our US-based teams would be great!
Jason Casuga
Merged in a post:
Grouping of available appointment types based on your group membership
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Nick Whittome
User appointment types should be able to be restricted based on the membership to a group.
Example: Sales team
Teams Appointment 15 min
Teams Appointment 30 min
Support Desk Halo
Halo 15 Min Remote Access to PC
etc
Jason Casuga
Merged in a post:
Halo dropdown should be able to hide certain appointment types based on teams membership.
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Nick Whittome
Somewhat related to this request:
If you have groups, those groups should only show the appointments they are able to use.
I do not want an engineer selecting a teams type meeting from the Halo dropdown.
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Gabe Farrington
This would be great for Autotask, too!
Jason Casuga
Merged in a post:
Appointment Type selections in ConnectWise
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Christopher Guynes
In the ConnectWise TimeZest (TZ) pod, when I select a Resource and then an appointment type it shows all appointment types, even if that resource isn't assigned to the appointment type on their Personal Page. Example: Chris is a remote only Resource, and has selected only remote appointment types on his personal page in TZ.however when I go to a ticket in ConnectWise, I can still select an onsite appointment for him. From a dispatchers point of view this could be very difficult to remember depending on the amount of resources available.
Jason Casuga
Merged in a post:
Limit Visible Appointments
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Rich Ortiz
I would like the ability to limit what appointment visibility to certain people or groups. Some appointments may be for some restrictive purposes and not having this filtering ability clutters the pod in Manage.
Jason Casuga
Rich Ortiz are you talking about limiting the visibility of appointment types that a user can see and use within the TimeZest pod in a ticket? Like a Support person shouldn't be able to see appointment types for Sales?
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Rich Ortiz
Jason Casuga Yes, exactly.
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Joey Undis
This would be much appreciated, as some of our teams need to send out much shorter or much longer appointments that we don't want our Service Desk sending out by mistake.
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