Change sale rep on booked appointments
closed
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Jordan Soriano
On Mobile, I have noticed the issue where it doesn't allow me to change the sales rep on the appointment. For my job as BD, having the ability to change the sales rep on mobile helps a lot when working remotely and don't have access to a computer.
For example, when I book an appointment on mobile, I can only have it in my name vs having the ability to book an appointment and put the salesperson who's going to assist the customer instead
Shawn Goebel
closed
Shawn Goebel
Jordan Soriano Thank you again for chatting with me today on this. I am going to close this feature request since we are tracking it elsewhere. Thank you!
Shawn Goebel
under review
Shawn Goebel
Jordan Soriano Thank you for the feature request! Can you edit the Assigned To User on DriveCentric Web? If you have that access, you should have the same access on Mobile. Thank you!
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Jordan Soriano
Shawn Goebel Hi Shawn! Thank you for the update! I have access to edit the assigned user, on Web, but on mobile, it only shows my name and not allow me to change it to any other user
Shawn Goebel
Jordan Soriano: Ah okay. Can you check to make sure your DriveCentric app is completely updated for me? It should be on version 7.94? After that, when you tap on the Appointment on mobile, you should see the Edit Appointment option here:
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Jordan Soriano
Shawn Goebel I just updated it! However, when I click who its assigned to and I try to change the rep, I only see my name
Shawn Goebel
Jordan Soriano: Great! When you tap here, you don't see anyone else listed except just you?
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Jordan Soriano
Shawn Goebel Yes! Exactly
Shawn Goebel
Jordan Soriano: Can I open up a support convo with you? I can send you a message. I would love to take a look at what you're seeing on the mobile app
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Jordan Soriano
Shawn Goebel For sure! I look forward to your message