Show Walk-Up Appointment Information in Interaction Inbox
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‎03-28-2025 01:58 AM
I am struggling to configure a usefull way to show Agents all the Informations they need to work on Appointments.
When Booking an Appointment the wua and Ims get created as they should and the IMS will be automatically assigned to the Locations Agents Inbox. But ootb there is no Information about the Appointment.
Adding the wua to the related records helps a bit but Agents should be able to see the Appointment Date and Time in the Inbox so they could check if they can Accept the Appointment before opening the IMS.
How can I add Information from the wua into the Inbox Fields of the Walk-up Inbox layout?
Is there a way to include the wua as a tab in the ims. Like the Investigation Tab in the Incs that come ootb?
How are you showing your agents the needed Information regarding Appointments?