Request:

Add to automation "Actions" so that we can pick Action Type "Set FIeld Value" and then pick "Related Field" = Customer and then "Value" being a drop down of Customer names.

This way we can build automations to put tickets under the right customer based on Ticket Title.

Why?

1. Clients sometimes send us emails directly instead of sending to the email we have setup in Atera to generate tickets. So we have to forward their email to create a ticket, but sometimes their email is not in the contacts of their customer settings and we have to manually go in after the ticket is created to fix which customer the ticket is assigned to.

2.We also have automations running in other server farms and systems that we receive emails from. These emails have our client's account numbers or names in the subject. We want to automatically assign these to the right customer based on ticket title when the ticket is being created.