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:
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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Damian Bailey
Jodie Lemery this might be similar to the request to restrict appointments by board: https://timezest.canny.io/feature-requests/p/appointment-types-by-board would this also work for you? If so, might give that one a vote as well. Good luck!
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Jodie Lemery
Damian Bailey: Thanks Damian. I did add my vote to that one!