Forum Discussion
jwlinson
Nov 16, 2022Copper Contributor
Include "Company Name" in "Customer Information" area of "New Booking"
I'm looking into using MS Bookings for our appointments. We're an Occupational Medicine clinic focusing on providing services to businesses and industries. Whenever someone books an appointment for...
Teresa_Cyrus
MVP
I added a custom Company field to the Service form. When the client books an appointment and completes the form, the Company field response was not added to the Customer Contacts.
It would be nice to have all Contact fields as a pick selection to add to the Service form to ensure alignment.
These fields were provided in the Service form as a selection and added to the Customer Database.
These custom fields were not added to the Customer Database even after I used the same field name.
Customer Database results
/Teresa
davisjr
Dec 02, 2022Microsoft
Sorry, there was a typo in my last message - meant to say "fields are _not_ stored at customer level" but instead at appointment level.