Marty Mcclintock I’m happy to make a loom video but you can see I have to go into a contact and a note then a bullet and then reorganize multiple times per day - hard. Apple notes is surprisingly easier but doesn’t scale esp when 1 member has an android phone.

Starbound Group according to this screenshot im a recommended creating a form or survey than putting it into a workflow that you will also need to create. as for rearranging the order the only think i can think of is within the workflow. the workflow will semd it to direction A down the line or to Direction B and either striagh5 soen or back A.

im fkrms or surveys you may ot may not nee fti create conditions and logics

The workflow will it to to from a form resspkem to a phobe call than can go to bokking an appointment on one of the calandars.

Marty Mcclintock cool. In service sometimes 1 phone call can come in and we have to immediately rearrange the day and undo dispatching. The agility is key here.

Starbound Group if a call comes in, that person should be manually keying in the customers info into the form.

Adding tags is what will automatically assign the customer to the correct employee based on response

sometimes rearranging dispatching manually is just something that has to be done depending on the nature of the call however any of the calandar features should take care of this when booking an Apointment. Assign a customer to the correct dispatcher can be done once the workflow has been created.

Can you give me a little more detail on a use case as to what could disrupt your current dispatching ?

Sometimes its the organization of the dispatching that could use some changes itself

Marty Mcclintock we handle the emergency situations.