This describes the details required when creating a new FH Transfer appointment.
This record is created when the conditions of Create Calendar Events - Assigned to User are fulfilled.
This requires a new ACTION (comm_Action): ApptFHTransfer - FH Transfer. This requires that Communications screen includes a lookup (hyperlink) to Transfer record.
Needs to check for CALENDAR RULES entry for Action: ApptFHTransfer. If none, insert default end time +30 minutes.
1. Insert a new Communication, with the attributes listed below.
1a. Record IDs will hyperlink to corresponding source record (per standard CRM behaviour)
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ACTION: FH Transfer
DATE/TIME: Date & Time from Transfer Summary / Scheduled At END TIME: Date & Time from Transfer Summary / Scheduled At
Check for corresponding Calendar Rule. If none + 30 minutes
ASSIGNED USER: User from Transfer Summary / Assigned To
TEAM: per Assigned User profile
SALES & BOOKING: ID of Funeral Arrangement
TRANSFER: Transfer ID
DECEASED: S&B Reference (tran_deceased) - if exists when comms record is created
SITE: S&B Site (tran_Site)
COMM STATUS: Pending
SUBJECT: FH Transfer - [Transfer ID] - [Deceased Name] Deceased Name: S&B Reference Given name (tran_DeceasedGivenName) + Last Name (tran_DeceasedSurname)
APPOINTMENT DETAILS:
FH Transfer: [Purpose, from Transfer Summary] [FH Transfer ID] [Deceased Name] Transfer To: [Transfer To, from Transfer Summary]
