Ability to add & back date appointment | Voters

Ability to add & back date appointment

Tina Norton

We would like to have the ability to add an appointment / back date an appointment. I know that this is possible with Expert User functionality but we would like to have this as a permission that can be toggled in and off without using Expert User.

Lauren Roche

This would help us immensely with keeping the daily store log clean and accurate.

Tina Norton

Hi Shelby -
What specific scenarios or use cases do you envision for backdating appointments? Sometimes the showroom is busy or the Sales person neglects to add someone to floor traffic, having a manager be able to go in and correct it is critical to good reporting.
How frequently do you anticipate needing to toggle this permission on and off?  I want this to be permission based - manager or select user only.  Once on, I would not anticipate turning it on and off.
Are there any specific user roles that should have access to this permission? - in our company, I would give to BDC Manager only.

Shelby Parker

Great to hear your perspective, Tina Norton! I have a few more questions for you:

What specific scenarios or use cases do you envision for backdating appointments?
How frequently do you anticipate needing to toggle this permission on and off?
Are there any specific user roles that should have access to this permission?

Hannah Surdis

Great idea - this is crucial to keeping the CRM accurate!