client notes
It would be nice to have the ability to add notes to a customers file and have them displayed to Technicians when creating tickets. this could be used to relay information about specific billing arangments, work authorisations required and even if a customer has been put on credit hold.
An extention of this would be to also incorporate notes in Contracts to allso display when choosing a contract which will assit technicians to select the correct one when multiple exist
19
votes
Robert Folbigg
shared this idea
Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!