Is there a way to assign my users to Field Service Tasks based on specific skills that the task requires?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Bogføring
- Lager
- PoS
- Project
- MRP
Dette spørgsmål er blevet anmeldt
1
Svar
1215
Visninger
Yes, there is a way. We can do it using the following steps:
1. Create an Employee for that User and add the Skills that that employee has.
2. On your Field Service Tasks, click on the Assignee field and click on Search More.
3. Use a Custom Filter, filter for Skills => Contains => type the name of the skill that you are looking for.
4. You can also save that filter for ease of use in the future.
5. After that, the employees that have that skill will be filtered out and you can select them.
6. You can also search for the tasks that have employees with certain skills assigned to them.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Tilmeld dig| Related Posts | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
3
jun. 25
|
2154 | ||
|
2
maj 25
|
1140 | ||
|
3
apr. 25
|
1994 | ||
|
|
1
dec. 24
|
2791 | ||
|
3
jun. 25
|
3839 |
