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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Apr 9, 2019

Add an easy way to reclassify calls when a call goes from booked to cancelled

Scenario: a customer calls and a job is booked from this call - the call is of course marked as a "booked". Then later the customer cancels the job and the CSR needs to reclassify the call as "unbooked".

Currently the only way to do this is to go to the job screen, detach the call from the job, then find the call and reclassify. It would be amazing if there was an easy way to reclassify the call when detached from a job -  such as a prompting "would you like to reclassify this call?"

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