matthewap · IT Manager · ✭✭✭✭

Comments

  • Yes, I think this ticket Details might differ from the actual Title. The ability to have a child ticket created from a task and have that child ticket inherit the parent client is needed as an option when selecting the Link to Parent and Inherit options. Watching the video on Automating they use a new employee. In the…
    in Inherit client information from the parent ticket Comment by matthewap October 2019
  • I would definitely say adding more checklist items is highly needed. I'd also say that the limited space to type in a checklist item drastically hinders the usefulness of checklists. I run out of ways to shorten or abbreviate things to fit in the limited character limitation. Might be nice to even enhance it further to…
    in Allow 25 items for a check list Comment by matthewap October 2019
  • I would add to this request in that adding a tag for the latest tech/client notes would benefit the SMS messaging. If we can use it in the template, we would then get updated comments in the SMS texts when they are updated.
    in Add a Tag for Tech/Client Notes Comment by matthewap February 2024
  • I would agree completely. This seems like a simple thing to fix and implement. The tagged items can be used throughout the rest of the Action - Send Email so why not in the Recipients box. I would further suggest that all <client_email>, <tech_email>, and potentially even a new tag <tech_group> based on the currently…
    in Enable parameter field in recipients action rule Comment by matthewap January 2019
  • I think we could use this functionality for Equipment reservations since the system has the ability to track assets and mark them as Reservable. We could then have a request type of 'Equipment Reservation' with a custom field 'Equipment Pickup Date' We would then setup an action to send out an email either the day before…
    in Triggers Based Off of Custom Field Dates Comment by matthewap April 2019
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