CM Customer Ideas Portal
Can it be possible to replace the Team drop down with a selection from which you can choose multiple options on the Daily Planner screen? This would allow a broader view of several Branches/Locations Teams when assigning work to a rota.
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Customer Challenge
When managing smaller geographical teams across a larger county, staff often need to cross cover and it can be fiddly to jump between teams to ensure all options are considered or to find a carer who is free to be assigned to a rota. Opening the Team to All is too much, but selecting two or three neighbouring teams could resolve this issue. |
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Business Case
Prevents mistakes when planning work. Reduces travel/mileage pressures on staff and the business which could be avoided if more than one team was visible. |
Hello,
Thank you for your suggestion we understand your requirement and we have raised this our development team to see if this could be feasible.
We are also currently scoping out our replacement of CallConfirmLive and will ensure this requirement is added to the new version,
We will advise you once we have had a response.