Internal FAQ - PlanMyCall
INTERNAL USE ONLY PlanMyCall App FAQ’s * What if my client is still on Salesforce Classic? The application is built for Salesforce Lightning. If the client is still on Salesforce Classic, ask for a timeline on when they plan to merge to Lightning to see if it can be installed at a later date. * Who Installs …
Can I backdate my time to earlier in the month or last month?
INTERNAL USE ONLY No, the limitation of backdating time is to 7 days prior or the beginning of the month, whichever is sooner. (ie. On the 10 th of a given month you can only add time since the 3 rd , you cannot add any time before then.)
FAQ's about Phoenix Scheduler
INTERNAL USE ONLY * What happens if there is no Order for the Client and Division I selected? * The Requestor will need to enter a new Order into Phoenix Order at * Why can’t I select the Trainer I want? * During a request, the Requestor can suggest or prefer a Trainer but that person may not be available, and t…
