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Requiring a Resource to Declare Reason for Cancelling a Service Call

You can require that a Resource declare the reason they are cancelling a Service Call. The options for the reason are pulled from the Escalation Reasons list.

By default, this function is enabled:

To enable/disable:

  1. Log into Rocketship Admin
  2. Go to Account > Personalization > Workboard Defaults
  3. Modify the “Require Decline Reason” to either Yes/No.

The change will take effect immediately.

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UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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