Safiulla Mohamed Ali Consultant

When lot of customer assets associated to a service account with unique names(eg: HVAC Unit), user has to click on lookup and search and find the relevant asset by further checking the asset number to make sure the correct asset selected.

A Tree view control will help to look for the relevant asset by going through asset hierarchy and select the asset to the work order or other work order tables that referencing the Customer asset field.

When an agent initiates a consult message or call with a supervisor, the notification header currently displays "Consult Notification from...". Many times, this can cause confusion in distinguishing the type of request. It would be helpful if the notification explicitly indicated whether it's a "Consult Call Notification from" or "Consult Message Notification from," depending on the option selected by the agent. This would make the notification clearer and more intuitive, leading to more effective handling of calls.