Agent assignment filter?

Agent assignment filter?

Godo day, 

We are starting to play with FSM to see if it's going to work for our needs. 

Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. 

We can't add any new status or remove entire features like the invoice modules. 

The biggest issues we are and looking if you any of you have faced the same issues are the following.

  1. If an agent is already book at the selected time slot he still shows up, and you can select him. The next window over you get a message saying this agent is booked and you need to back out.
    1. This should not happen it should work like Booking for example and simply not show the agent.
  2. We can assign skill requirements for jobs, but they don’t prevent you from selecting agent who don’t have the skill.
    1. Again, if an agent doesn’t have the skill should not be shown or should be shown after all the agent under a section named "lacking skill"
  3. If you have multiple service type you can't assign certain agents to service request.
    1. If I have a service called Cooking only the agent bound to the service should show. Why does it list all of them. If you have over 100 agents with different skills/services, it's annoying.

The only way to filter agents is basically with territories. I could use it as a skill or service type but than would lose the geographic locations.

 

 


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