Create new customer contact while creating new ticket
I was just creating a new ticket for a specific contact at the customer's office. This person isn't on the customer's list of contacts, so I find myself either having to cancel the new ticket to edit the customer, or create the ticket and then add the contact and update ticket later (and the contact won't get the 'New Ticket' email)
Would be nice to type a name even if it isn't in drop down list and get prompt to add contact if needed.
Daniel Koster
shared this idea
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Teri Flatline Computers
commented
this would be awesome, have to leave ticket and create new contact all the time
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Anonymous
commented
Same issue!
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daan
commented
How come this is still not implemented! This is much more efficient then going back to customer to create a contact!
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Rami commented
OMG! I run into this all the time! It's so inefficient to have to leave the ticket edit the contact then go back to the ticket.
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Jake
commented
This would be incredibly helpful. A large portion of our customer base are business customers that have many different contacts. Having to go to customer to add a contact before creating a ticket slows down the intake process and gets confusing for some people in the office that don't create tickets very often.