So I have a social service case tracking system with the Case entity as our main focus. I want to be able to create appointments related to the Case.
I've tried Service Activities, and have these issues:
- You have to explicitly select the Case from the Service Activity --- you can't launch one from the Case and have it auto-populate.
- The UI is terribly confusing to the end user.
- They don't synch with Outlook, so the Service Calendar is mutually exclusive from the Resources involved's personal Outlook calendar.
- Nowhere from the perspective of the Case do you see this scheduling event.
I've tried Appointments and have these issues:
- Apparently, they synch with Outlook, but I don't see any case references within the body. I also don't have the Outlook plug-in or have configured synchronization so am not sure how this works.
- There doesn't seem to be a way to see a "schedule" of availability when scheduling the appointment.
I'm really struggling with an option that closely approximates the ability to schedule an appointment related to a Case with deference to the Resource's calendar availability.