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Tyler P

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  1. Ticket Automation Schedule

    21 votes
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    3 comments  ·  General  ·  Admin →
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    Tyler P shared this idea  · 

  2. Customer phone number in subject line, automatically assigns lead

    24 votes
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    11 comments  ·  General  ·  Admin →
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    Tyler P supported this idea  · 
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    Tyler P commented  · 

    My post before was premature. It was not working properly. It would be great if we could get the system to recognize a phone number (would need some formatting as well, 123-456-7890 vs 1234567890 and 1-123-456-7890, etc.) that is from a customer/contact and assign the ticket accordingly. Despite my best efforts, I have many clients that are texting my business number instead of emailing, and it's a real pain.

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    Tyler P commented  · 

    You're right! It already works out of the box. Awesome, I'm putting this to use ASAP!!

    Thanks Troy.

    Tyler P shared this idea  · 

  3. Button to Switch between Customers Name and business Name in android app

    1 vote
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    1 comment  ·  General  ·  Admin →
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    Tyler P commented  · 

    We need this. We are an MSP and refer to all clients by company name.

  4. add a link to recurring tickets on the tickets screen.

    0 votes
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    2 comments  ·  General  ·  Admin →
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    Tyler P commented  · 

    This seems like a no-brainer. Actually, I just created my first recurring ticket and could figure out how to get for it. This suggestion came up in a search... so now I now how to get to them!

    Please do as stated and create a "Recurring Tickets" button!

  5. Customizable Subscription templates

    4 votes
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    4 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    Could you try putting those details in “Customer Custom Fields” – there should be a tag for that to go into your invoice template.

    This might be a workaround that gets you pretty close..

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    Tyler P commented  · 

    Another thought on this one, Troy- maybe we can just set it up so that a copy of the Contract goes out with each recurring ticket? If we had some better formatting options for the contract I think that would be the best way to manage things.

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    Tyler P commented  · 

    That sounds like it could work. Has RS done an instructional video on that routine so I can get a tutorial?

    Tyler P shared this idea  · 

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