Managing Dispatchers for a Service Team
To manage dispatchers for a service team:
1. Select the service team record. The Dispatcher tab is displayed. Note that this tab is hidden when you select a technician record. Any existing dispatcher records associated with the selected Service Team appear at the bottom in the Dispatcher tab as shown in the following screenshot:
2. To add a dispatcher record, click Add Dispatcher. Select the Salesforce user using the Lookup icon.
3. To add more than one dispatcher record, enter a keyword to search for Salesforce users and click Go!. All Salesforce user records matching the keyword are displayed. Select one or more records from the resulting set and then click Add Selected. The selected records are added to the list on the left, if not already added.
4. Click Save. Alternatively, to delete one or more dispatcher records from the team, select the records and click Delete. Click OK when prompted for confirmation.
5. To return to the setup home page, click Back To Setup Home on the Top section.