Disable contacts without deleting ticket history
I noticed that when I delete a contact. All tickets associated to that contact are also deleted. I would like to be able disable the contact and not lose all the ticket history.
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Adding manual tags is available, please refer to this knowledge base article for more information: https://support.atera.com/hc/en-us/articles/360011044199-Use-Ticket-Tags-#h_01FCB81V2DYEAP6ZYZJGNW56SW
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Andrew Griggs commented
Just to add, if there was a "disabled" toggle, please expose this to the API so we can integrate it to our other platforms
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Jim Rossi commented
This is critical and leads to the question of the AD sync. if a user is deleted from AD, are the Atera tickets deleted without our knowledge? Contacts should be deactivated. what is the ticket has hours which haven't been billed and it is just deleted?
deactivating could really be just as simple as hiding the user in the ticket requester dropdown field or graying them out or something like that in that ticket field and then identifying them as disabled in the company contacts screen.
i would also like the ability to reassign all tickets from one contact to another, but that, while important, doesn't cause deletion of data i need like deleting a contact does. -
Eugeniu Iacub commented
Also allow us to merge devices and their tickets, and remove/archive devices without deletind tickets
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Mark Olesen commented
Aug 24, 2022, 22:32 GMT+3
Since Tickets are associated with a Contact - and - if you delete a contact - you delete all of their associated Tickets - you are therefore deleting tickets which are relative to the company you support. Historical data is very valuable to any business. I offer the following suggestions:
1) Rather than Delete a contact - suggest disable a contact -or- rather put in a function to reassign historical ticket information to another person under their organization.
-or-
2) Align the tickets with company rather than the individual.