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Appts. Disappearing From Schedule?

Appts. Disappearing From Schedule?

Postby Creekview Automotive » Fri Aug 25, 2017 6:55 am

It seems to be an almost daily event. Appointments I know were put in the schedule have been disappearing on their own. Its been causing time conflicts with customers and causing a lot of delays that could be avoided. We are using version 7.1.7.6.

Anyone else have this problem?
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Re: Appts. Disappearing From Schedule?

Postby timbre4 » Fri Aug 25, 2017 7:31 am

Welcome to the forum and thanks for posting. This is the first report I've seen; I might suggest a review of display settings and to check if any Filtering may be in effect.

Other shops may comment from their experience.
res1.png
 
res2.png
 
filter.png
 
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Re: Appts. Disappearing From Schedule?

Postby Creekview Automotive » Fri Aug 25, 2017 7:53 am

Everything is checked under filtering and resource view mode.
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Re: Appts. Disappearing From Schedule?

Postby timbre4 » Fri Aug 25, 2017 8:01 am

Creekview Automotive wrote:Everything is checked under filtering and resource view mode.


Thanks for confirming. Is there a pattern in terms of these entries being started as EST, RO or strictly as appointments from the appointment editor?
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Re: Appts. Disappearing From Schedule?

Postby Creekview Automotive » Fri Aug 25, 2017 8:33 am

I haven't noticed a pattern. They are all made as appointments by myself the same way I make all of them without an invoices or work orders started.
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Re: Appts. Disappearing From Schedule?

Postby timbre4 » Fri Aug 25, 2017 8:49 am

Okay, you start with genuine appointments without any EST or RO status as yet. Do these seem to 'disappear' before or after they become EST or RO?
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Re: Appts. Disappearing From Schedule?

Postby Creekview Automotive » Fri Aug 25, 2017 9:39 am

I make them a several days out and at some point they disappear Im not sure when. I only know when I print out schedules I know they are missing appointments then people show up that I remember had appointments.
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Re: Appts. Disappearing From Schedule?

Postby timbre4 » Fri Aug 25, 2017 9:48 am

Going to ask a few more things; are these appointments all using existing customers/vehicles or is it a mix with new customers as well? Do you assign Technicians and/or Resources at the time of the appointments?

If we cannot define a pattern here, it be necessary to contact tech support to look into your database.
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Re: Appts. Disappearing From Schedule?

Postby Creekview Automotive » Fri Aug 25, 2017 10:25 am

They are made using existing customers and vehicles. I don't assign technicians or resources for any appointments until they are in the garage being worked on the day of their appointment.
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Re: Appts. Disappearing From Schedule?

Postby timbre4 » Fri Aug 25, 2017 10:32 am

Creekview Automotive wrote:They are made using existing customers and vehicles. I don't assign technicians or resources for any appointments until they are in the garage being worked on the day of their appointment.


My support lead recommends you contact them by email or call 888-724-6742 and follow the prompts.
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