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Customer Technician Preference

Owned by Evan P. Petroff [X] (Unlicensed)
Last updated: 06 21, 2022 by Claire Aleman

Overview:

The Customer Technician Preference window allows you to record a Customer's or Customer Location's preferences for particular technicians. Setting the preference of a technician can be identified by one or more service types and call types. Among other information, you can identify "Preferred" or "Do Not Assign" technicians. 

Benefits:

  • Useful for specifying which technician is the preferred technician for a customer or customer location
  • Useful for specifying which technician should not be assigned to work for a customer or customer location

Roles:

  • Service Management Setup Manager

Location:

  • Service Management > Customer Information > Customer Technician Preference

Video:

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