RELATED IDEAS
Set default ‘Staff Task Allocation’ for custom created services
Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
Hi Jeremy,
Once you have created your custom services, you should be able to see them in staff tasks so you can allocate a member of staff to them. It works for us:
Perhaps you need to refresh your client record page?
I hope this helps.
David M