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Your company settings may require you to assign a piece of equipment during appointment completion manually.
Depending on your company’s settings, if the call type is MCC and the equipment assigned has a task list assigned to the equipment type, that task list will default to the service call instead of the DEFAULT task. See Task Settings.
Additional information:
The DEFAULT task will be created if the equipment type is NOT populated.
If the equipment type is populated:
If the equipment type has a gptasklistid, and the task list has records in the master tables, the related tasks, subtasks, and responses will be created instead of the DEFAULT task.
If the equipment type does not have a gptasklistid, the DEFAULT task will be created.
If you do not sync after assigning the equipment to the service call, the user can unassign the equipment, and all related tasks, task responses, and sub-tasks are deleted.
The default task status assigned to any created task will be from the setup option DefaultTaskStatus.
To assign equipment to a service call:
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