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Matt H

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  1. Update Ticket Note - Change Status To Private

    3 votes
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    Matt H shared this idea  · 

  2. Allow us to change a note type after it is entered, public to private and vice-versa

    59 votes
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  3. update tickets with status changes

    1 vote
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    Matt H commented  · 

    You can do this now. Scroll to the very bottom of the ticket, bottom left corner, click "View History - Admin Only" .

  4. Allow customers to view invoice details from portal without requiring a PDF download...

    2 votes
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  5. Have multiple contacts under one business

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    Matt H commented  · 

    The way I do this is to create the "customer" very generically. For example, I would just add:
    "XYZ Company", Phone number, Address and Email Address (for example, noemail@customersdomain.com), and then their main phone number. Then, for each "user" within the company, I create a separate contact on that tab. It's not as ideal as I'd like, but it works.

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