Question Re: Is it possible to create an appointment if my customer in blocked?. in CRM and CX Q&A

Is it possible to create an appointment if my customer in blocked?.

Former Member — Tue, 30 Jan 2018 09:44:16 GMT

Dear all,

I would like to know how we can create an appointment if our customer is blocked, please.

Thanks in advance.

Alberto

AnkushPashine — Wed, 31 Jan 2018 11:03:56 GMT

Dear Alberto,

It is not possible to create Appointment for the Blocked Account via both ways

mentioned below .

#1.Go to Customer work center->Open Blocked Account->Go to Activities facet.

=>Here a 'New' button for creating New Appointment will not be editable .

#2.Go to Activities work center->Appointment view ->Click on New Appointment
->In New Appointment screen click on value help of Customer field .

=>Here the blocked account record will not be listed .

Hope this answer your query, do set the post as answered if this helps !

Thanks and Regards,
Ankush Pashine.

Former Member — Wed, 07 Feb 2018 09:43:23 GMT

Dear Mr. Pashine,

It makes sens :-). Thank you very much for your information.

Best regards.

Alberto Olmos