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12-19-2022 06:05 AM
I'm having trouble finding the Technician Preferences list on the Accounts form for setting Preferred/Ignored technicians.
Is there a configuration pre-requisite to see that table on the Customer Account form?
Solved! Go to Solution.
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03-30-2023 11:38 AM
This functionality is a part of the Customer Service with Field Service Management plugin (com.snc.csm_fsm_integration). After installing it, the field becomes available.
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12-28-2022 04:22 AM
By taking a look at the Learning instance for the FSM Implementation Course, I can now SEE the Related List and know that the table is called "wm_agent_assignment_preferences". However I still am unable to find it on my own instance or understand from the DOCs where it comes from, since there is no match for this table in there.
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03-30-2023 11:38 AM
This functionality is a part of the Customer Service with Field Service Management plugin (com.snc.csm_fsm_integration). After installing it, the field becomes available.
