Ticket , Estimate & invoice link in client portal
link ticket , estimate , invoice in client portal by adding for example a column that contains estimate # in ticket table or invoice table , so our client can understand each estimates is linked to which ticket for example and also same goes with invoices .
thanks
9
votes
Najat Hasaan
shared this idea
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Chris Doucette
commented
+1. Had to manually edit items in order to say what the estimate is for... Actually felt like I was missing something.
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Ramon Gtz
commented
I support this. When any customer has more than one ticket open, it gets messy to track in the portal which estimate corresponds to what ticket. It also applies to assets, so I would add it on the pool. It would be important to have assets, tickets and estimates related in the customer portal the same way that are related in our side.