Ticket or Work Set
A ticket set or workflow set that can be assigned to a client that generate a ticket at xx number of days. I know there are recurring tickets but that only applies to same ticket. I would like to see something where we could create a ticket set template that we could assign to new or potential clients that then generates a ticket at xx number of days. That way we could assign the set to like a sales role and they would then see a ticket that says call client, after resolved 7 days later a new ticket would generate that says follow up, etc. ConnectWise calls them Tracs.
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Nick Lenius
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