The Call Center role (V8)

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. Additionally, you can determine which work order statuses are visible.

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 Settings).

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.

In the same section, you can also enable and disable statuses. Your selections will be remembered for future logins.

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:

1. Only the locations you selected appear in the list.
2. The option to filter by All locations is available, allowing you to view all work orders/appointments from your chosen locations.
   
3. You will only see work orders with the statuses you have selected.

By default, all locations and statuses are visible before you adjust these settings.

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