It is possible to determine favorite field workers for each customer, i.e. the workers who are authorised to visit the customer. Thus, a field service operation can be assigned only to these favorite field workers during the optimisation of the routes. To do this, just follow these few steps:
- Go to the 'Customers' module.
- Search a customer using the search bar above the table.
- Click on '…' and 'Customer sheet' for the required customer.
- Click on the tab 'General information'.
- Search and select the 'Favorite field workers'.
- Click on the button 'Save'.