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Configure Technician Visit n ERP

Owned by Jean Luc Ugirashebuja
Last updated: May 26, 2022 by Godwin Manabat (Unlicensed)
1 min read

Background : 
It has appeared that on some new NGUs, there is a mistake whereby the technician visit is not well configured.
This resulted in a missing button during the recording of a technician visit action on both ERP and Pulse. 

This action can only be performed by the following roles:

  • IT Support
  • Call Center Supervisor
  • Customer Service Manager

  1. How to enable missing button: 

    GO to CRM -→ Configurations → CRM Config → Technician Visit → Max. number of technician visits per ticket and set it with a Number. 

        2. What Happen when not configured: 

There will be a missing button during the recording of a technician visit action on both ERP and Pulse

    After the fix 

BBOXX