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Quick Action: Create a Person of Interest

Quick Action: Create a Person of Interest

Owned by Tim Sweeney
18 Oct 2022
1 min read

Creating a Person Of Interest from a Service Appointment.

Clicking the Actions tab at the bottom of the screen will present you with available Quick Actions. Under the Service Appointment section, click Create Person of Interest.

  • Fill in the Personal Details and click Next.

  • Enter Subject, Interaction Date/time etc.

  • Click Next to Save and create the POI.

  • The Person of Interest will now be related to the Work Order as a Work Order Contact.

  • The Person of Interest will also be listed as a Client Note on the Service Appointment record.