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  • auto assign service technician

    Is there a way to assign new SO to service technicians based on brief descriptions, when the service order is created?

  • #2
    Originally posted by mlewis@imagenetus.com View Post
    Is there a way to assign new SO to service technicians based on brief descriptions, when the service order is created?
    Any answer to this?

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    • #3
      This isn't support in the current version. The Brief Description is supposed to be a broad classification of the problem the SO is being using to solve, so it would not have a direct bearing on the Tech Assigned. You can automatically assign a Tech to an SO by the Account (Default Technician), the person entering the SO (Options-->SO Preferences), or via an SO template.

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