How to have the customer name and address appear on each appointment?

Is there any way to have the customer name and address appear on each appointment in the calander view without typing it into the appointment description field?



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Yes, you can set the system to always automatically add the name of the customer and their contact info (phone, address) to appointments. Go to Tools > Options > Calendar and select the "Attach Account Details to Description" option (bottom left).

You can also manually add it to a selected appointment – when viewing the Appointment window – near the Account field there is an arrow button – click on it to add the Account's contact info.

Hope this helps.

Sherry

How about just Account name? Or even a template or customize so that way every time a ticket is submitted to a dispatch, it will insert the information we want with manually clicking the "up arrow" to insert the information in it.

I appreciate it very much.
Thanks.

Hi,

At the moment, you can use the "up arrow" which will copy the pre-defined text, which includes the customer name, phone number and address. This is not customizable. As mentioned, you can set it to be always added automatically (so you will not need to click the "up arrow" for each dispatched ticket), from Tools > Options > Calendar window. Adding a template for dispatched appointments is an interesting idea, and I logged this to be further considered. Thanks.

Sherry

Thanks Sherry.

Ankur

Is there a way to have secondary contact details for a main account show up in the calendar appointment other than by manually cutting and pasting the secondary contact details into the appointment field?

Hi tcsrvcs,

Thank you for your question. Good news! We have been working on enhancing the dispatched appointment format, and this feature will be included in our coming release, including the secondary contact information. At the moment, only the main account details are automatically copied to the appointment details (and as mentioned, you can also manually add them by clicking the yellow up-arrow button found right to the Account field).

Neta