Auto Assign Appointment to different workers

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Clemente asked 7 years ago

Let's say I have a team of 10 sales people, and I want that each appointment would be assigned to each one based on sequence.

1 Answers

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Nikola Loncar Staff answered 7 years ago

Hi Clemente, like each appointment go to different person and after cycle is completed then go from begging. There is no out-of-the box for that but maybe it can be added via custom code change on your local site. Best regards, Nikola

clementeacosta@gmail.com Staff replied 7 years ago

Thanks Nikola for your soon answer!

May you recommend me a starting point and a reference to achieve that? I want to create the custom code, my question is where to start to read about how to do it in easy appointments.

What I want is that when the customer schedule an appointment, it has two options: 1. select the sales person or 2. select automatic assignment and the software assign a sales person based on a sequence.

Example: 4 sales people, customers A, B, C, D, select automatic assignment, the software assign A to sales agent 1, B to sales agent 2 and so on.

Nikola Loncar Staff replied 7 years ago

Hi, I will have to improve EA for such thing. I will need to expose some hooks that will be later used to switch users. Can you please tell me are you willing to invest some money in such feature. 🙂

Best regards,
Nikola