Champ Software Sales Force Portal for Aha

Adding Planned Service to a Series Should Add it to Each Occurrance in the Series

1. Create a series with a planned service
2. Edit the series and add another planned service
3. Edit the series again and you will see both planned services
4. Edit an occurrence and you will only see the first planned service that was added.

Note, it seems that if the first planned services are added at the same time, both will show on the occurrence. So it’s like adding an additional planned service to the series doesn’t register when looking at each individual occurrence, which it should.

  • Champ Ideas
  • Aug 11 2017
  • Future consideration