Allow multiple type of intake forms.
Please allow a specific type of intake form (to be chosen from or auto-selected) based on the ticket type. It would be nice to choose a different type of intake form for on-site visits and field calls.
It would be nice to have a specific intake form just for on-site services. Since the same disclosures do not apply to both in store and onsite.
Also, with MSP customers, a separate intake form would be great, since that is another scenario requiring different disclosures.
Dave Lawson
shared this idea
This has been done for a few weeks, on the Ticket Custom Field setting page there are advanced options where you can modify.
Thanks!
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Les Beer
commented
I still cant see what you mean here, is this feature still available and I just cant see it?
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pdiaz
commented
Can you show how to do this
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Dave Lawson
commented
As Help@TW mentioned, auto selecting the intake form based on ticket/job type would be a great option, since that is created immediately vs having all the steps for a custom field type (which we use for something completely different such as contacted, left message, etc).
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Dave Lawson
commented
Thanks, It was kind of hidden there. Once you go to Custom Fields, you have create/edit a Custom Field, then it will list the Intake form below. Otherwise, choosing the form option is not even showing as an option.
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Help@TW
commented
I like options.
We repair phones, tablets, notebooks, and desktops.. We provide both remote and onsite services. Not to mention, we also provide screen refurbishment services. It'd be great if there were multiple intake forms to choose from based on the job type. That being said, I'd also like the intake form to be associated with the customer so that it can be re-applied.