Filter Appointments in Mobile App
gathering votes
K
Kim Moskowitz
Is there a way to filter sales and service appointments in the mobile app?
T
Tyler Burton
What’s the status on this? 41 votes and it is needed.
R
Ryan Rico
Shelby Parker Adding my vote. Our consultants pull up their appointments on mobile every morning, but sales and service appointments show together under the same name in the CRM. We waste time figuring out which is which. A toggle filter would let us focus on the sales appointments we actually need to prep for.
D
Derek Snyder
Insane to me that we are even discussing this! Should be an easy feature to add.
J
Joe Zumpella
Yes, how is this not a feature yet! Somewhat useless with a ton of service appointments mixed in.
Shawn Goebel
Merged in a post:
Ability to filter/separate Service & Sales appt types on mobile
J
Jessica Downie
Currently on mobile, all Appointment types are mixed together under the appointments part so have to click through each to distinguish better which is which
Shawn Goebel
updated the status to
gathering votes
Shawn Goebel
Kim Moskowitz Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shawn Goebel
Merged in a post:
Adding a filter to appointments on mobile app to see sales vs. service individually.
K
Kami Tate
Would it be possible to come up with a way on the mobile app to filter appointments by Sales vs. Service, so you don't see all the appointments together?
K
Kim Moskowitz
We need a list of our daily sales appointments unconfirmed and confirmed. We would like to view that data separately from the service appointments.
A notifications such as when the customer arrives would be helpful or receive a report every morning at 7:45 for that days sales appointments, if that's possible.
Shelby Parker
Hello Kim Moskowitz! I have a few more questions for you:
- What specific criteria would you like to use to filter the sales and service appointments?
- How frequently do you need to use the filter feature for appointments in the mobile app?
- Are there any specific notifications or alerts you would like to receive related to filtered appointments?
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