I’m having trouble with what seems to be a very simple problem!
Little context, HVAC companies use CallBoss to book phone calls. A user runs through the talking points to collect information from the person on the phone. When the user starts a call, sometimes the homeowner is referred by a “Technician”. These technicians can updated often, so I’m built a “Technician” database.
I’m trying to be able to allow the user to:
- Select Technician as the start of the call
- Select a technician name
- Have that name be saved as part of the ‘call’ for the technician referral source.
I had this working when the technicians name was static, but now that I’ve made technicians name dynamic it’s not working.
I have got steps 1 and 2 to work dynamically, but the technicians name isn’t getting saved to the 'call.
Here is the set up to select the technician name:
This is the workflow to save the technician name to the call.
It seems like I’m missing something simple. Any ideas?