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Re: Feature Request

From: Shawn Hogan
Date: Tuesday, November 7, 2000
Time: 3:23:41 pm

Matt Clark wrote:

> It would be swell if we could add a public planner record from the "Pending"
> interface.
>
> Pending/customer/add a public planner record.
>
> This would be used by our provisioning group to assign install dates for
> Pending customers.
>
> Currently you can go to Customer Info/Find "customer"/assign public planner
> record. I would love for my provisioning people to never use the "Find"
> option because there is room for error.
>
> Does this sound like it would be a worth while addition?
>
> Thanks Optigold Team!

You should be able to. If you go to Customer Info and pull up the pending
account, you can click on the Create button to automatically create the
planner record tied back to that customer.

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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