Forum

Welcome to the Okappy forum which contains questions and answers around Okappy’s connected workforce management platform.

Sign up to the forum to ask your own question, get notified of responses and track other questions and answers.

Check out our forum help for more tips and tricks for getting the most out of the forum.  Alternatively, check out our help articles in our support centre or our quick tips and tricks.

Forum Navigation
Please to create posts and topics.

Ticking use customer details don't pull through

When I add a new job and tick use customer details the details don't pull through and I have to re-enter them, is this a setting I need to check?

Hi Vanessa

I checked your templates and it doesn't look as if you have any fields related to the customer details.

See Creating custom job templates for more information on how to set up your job templates

Thanks

Richard