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
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!
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Steven Chiang
commented
As soon as enter contact on a new ticket, any notes related to the contact AND/OR company should "pop up" so tech is aware of critical things such as:
"Don't call this person She or Her" (contact note)
"Don't service until they pay" (company note)
"All requests for new licenses must be approved by Mr. X" (company note) -
Torie Heming
commented
Yes! We like to add various notes to clients - what kind of license their mailbox has, if their mailbox is currently shared or forwarded, what is a shared mailbox, what is a distribution email, etc. Right now, if someone asked if so-and-so had a standard license, we'd have to open the Microsoft portal!