Linking the invoice/estimate replies to the ticket - Centralize all communication to the ticket
Its time to centralize communication from our clients.
Linking the invoice/estimate replies to the origination ticket needs to happen because it would simplify communication flow when receiving client communications.
Have you asked yourself these questions?
Why can’t the invoice/estimate response be as simple as when a client responds to a ticket?
Wouldn’t it make sense to push all of a conversation to the ticket that the invoice/estimate is connected to?
Simplification solutions
- What happens if a client is responds to an invoice (such as a recurring invoice) without a ticket. a. Solution: The response email to the leads area as a fresh conversation.
- What is the invoice is attached to a ticket that already been resolved? a. Solution: The ticket would reopen automatically and appear as any active ticket in the system (on the dashboard, in the tickets area, etc…).
Desired Behavior: Tickets would turn blue on the dashboard showing the customer has responded to something attached to that ticket (invoice, estimate, any email sent to them).
Simplify and reduce the noise! Please :)
Chuckles (Instigator, RS User)
shared this idea
-
Ryan (CTO, Pinellas Computers)
commented
@Troy: I think this is finally done? Estimate/Invoice replies do post as customer-reply if linked to a ticket. Confirm?
-
Ryan (CTO, Pinellas Computers)
commented
PLEASEEEEEEEEEEEEEEEEEEEEEEEEEE!
-
Ben
commented
I agree with communication centralization. There could be some filters to say filter estimate comments out and leave the ticket comments on the screen. And vice versa.
Also, is there a way to send an estimate to more than one person? This would be extremely helpful when multiple people have to review the estimates at the other company. Forwarding emails can get messy depending on the email client used. Communicating effectively is highly important. Thank you in advance.