Champ Software Sales Force Portal for Aha

Scheduler – Multiple employees per appointment

When an appt is created, would be nice to be able to attach multiple employee names to the appointment so that that time/service/code would all flow to each individual’s scheduler + service coding. Example, an agency may block an Inservice on one day for everyone to attend. They can only put one employee on it or leave it Unassigned. If there are 20 people in the agency, they each have to duplicate that effort to also record that on their Schedule (if they are keeping it up) AND on their Service Details entries for the day (because Generating Services will only go to one person)
  • Champ Ideas
  • Jul 17 2017
  • Future consideration