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Former Member

Is it possible to create an appointment if my customer in blocked?.

Dear all,

I would like to know how we can create an appointment if our customer is blocked, please.

Thanks in advance.

Alberto

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2 Answers

  • Best Answer
    Jan 31 at 11:03 AM

    Dear Alberto,

    It is not possible to create Appointment for the Blocked Account via both ways

    mentioned below .

    #1.Go to Customer work center->Open Blocked Account->Go to Activities facet.

    =>Here a 'New' button for creating New Appointment will not be editable .

    #2.Go to Activities work center->Appointment view ->Click on New Appointment
    ->In New Appointment screen click on value help of Customer field .

    =>Here the blocked account record will not be listed .

    Hope this answer your query, do set the post as answered if this helps !

    Thanks and Regards,
    Ankush Pashine.

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  • Feb 07 at 09:43 AM

    Dear Mr. Pashine,

    It makes sens :-). Thank you very much for your information.

    Best regards.

    Alberto Olmos

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