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Question

Create Task directly from Work Order

  • May 24, 2023
  • 0 replies
  • 43 views

KaneDK
Sidekick (Customer)
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Hello,

 

We are looking into having the option to create a “Near Miss Incident Report” directly from the work order, was thinking about using Case Toll for this, but I cannot see the option from the work order to Right Mouse and create Task/Case? Isn’t there an option to link those so all data will automatic copy over to the Call Center?

 

 

Thanks,

Michael