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Question

Scheduling visits on a calendar - Viewing Options for Team Memebrs

  • August 22, 2022
  • 0 replies
  • 20 views
Hello,

I am scheduling "visits" for our technicians and showing them on a calendar report. As many of our techs have appointments on the same day, I would like for technician A to only see the "visits" scheduled for technician A and not all of the other techs visits. 

How can I do this?

Thank you,
Hunter

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Hunter Daniel
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    This topic has been closed for replies.

    MarkShnierYou
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    You need to ensure you have a User type field for the technician, and not just their name.

    Typically this comes off a Relationship to table of employees or Team Members or technicians, whatever you call them.

    Make a report filtered where technician userid Is the  current user. 



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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