Name of Feature/Request: Create an Appointment from a Task
What financial, time savings, or quality of life improvements will occur from this: Have the option to create an Appointment from a Task. So the Task would be existing first. | Frequency: Several times a month. There are field service calls scheduled multiple times a week. An increased amount are scheduled during the colder months. | “For our field service calls to customers, we’d like to be able to set up a text notification a day in advance to remind them we are coming. If I understand correctly, we can do that through an appointment now but not a task. Doesn’t seem like there is an easy way to make an appointment from a task to help automate that process. Ideally, we could just check a box in the task or at the task setting level to send that out.”
Attempted Solutions So Far: You can create a Task from an Appointment first currently. This does not work because this is a case when the Task comes first, not the Appointment.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: For our field service calls to customers, we’d like to be able to set up a text notification a day in advance to remind them we are coming. If I understand correctly, we can do that through an appointment now but not a task. Doesn’t seem like there is an easy way to make an appointment from a task to help automate that process. Ideally, we could just check a box in the task or at the task setting level to send that out.
Thanks! | Previously accomplished: You can create a Task from an Appointment. Appointment has to come first currently.
StrivenID: 3209916