Removing customers from calls

[lee mcdermott]

Hi 

we have had a few instances where someone has removed a customer from the call thinking they need to remove them before adding someone new - rather than selecting change customer.

 

If a customer is removed it doesn't seem possible to re-add a customer to a call? 

 

Is it possible to add a customer if they have been removed - we just get the error below

 

[Guest]

@lee mcdermott I took a look at this hoping to replicate it and I couldn't. Seeing that you're a Premier Success customer, perhaps we could log this as an incident and have it investigated some more. 

Regards

Pamela

[lee mcdermott]

@Pamela

 

Hi Pamela, If you could.

 

See further screen shot - showing how the customer was removed.

then there is no customer section after and no obvious way to re-add a customer?

 

by selecting change customer at this point gives the error shown 

 

thanks

 

lee

[James Ainsworth]

Hi Lee,

I have replicated your issue.  For some reason the ''Change Customer'' action item is having some issues as it assumes that there is already a customer associated to the requests.  An error is displayed when when it tries to remove the previous customer as the customer has already been removed.

I will make sure that development are aware of this.

Regards,

James

[Guest Ehsan]

Hi @lee mcdermott,

Thanks for bringing this to our attention. We have identified the cause of this. The fix for this problem will be available in the next update for the Service Manager app. This should be available near the week commencing 1st May (next week).

Thanks,

Ehsan

[lee mcdermott]

thanks alot