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Re: Client portal
See setup-Locations& Departments - Locations, for you client locations e.g. staff unset "Clients Can Search Assets" or setup-asset options unset Clients Can Search Assets if you have no…1 -
Re: WHD clean-up
create query for your ticket selection. Then hold shift and click on select all column title, then it should now display a light blue tick rather than a grey tick. but... before to do this, check if …1 -
Re: Detailed Instructions Field on Request Type
You can't enable the green instructions box to stay once the ticket has been created. The only suggestion it to have an action rule add it as a tech note.1 -
Re: Import an append to a field
If you mean by keeping the current notes within an asset, and append to them via an import. First export the assets, then copy and paste those details into an import template, add your additional not…1 -
Re: Currently all our tickets default to a status of OPEN. Change to Received for client made tickets?
You can rename the status Type to your choice, we start with Pending, then Assigned, Then Started, The On Hold, then Completed, then Closed.1
