The Call Center role
The Call Center role gives you more control over what you see in the Appointment List. You can select specific locations and even filter by 'All locations' to display all work orders and appointments from your chosen locations.
Activating the Call Center role
Contact support@claireit.eu to change your role to or create an Call Center account.
Adjusting your settings
After the Call Center role is activated, you can adjust the visibility of locations:
Go to your profile settings (Account).
Scroll down until you find the section Locations.
Here you'll find a list of all available locations. Use the checkboxes to select which locations you want to see in the Appointment List.
By default no locations are selected, this means that all locations are visible.
Enable Location column visible to see an extra column in the appointmentlist, here you can see the location of the WO when all locations are selected.
Once you've made the desired adjustments, click Save.
Result in the Appointment Overview
When you return to the Appointment List, you'll notice that:
- Only the locations you selected appear in the list.
- The option to filter by All locations is available, allowing you to view all work orders/appointments from your chosen locations.
By default, all locations are visible before you adjust these settings.