Customer Data Sheet/Worksheet
Would it be possible to take the ability used to create ticket worksheets and have similar under the customer section so we can have worksheets attached to clients and not just tickets. Thinking this would be more for information or configuration purposes. Could create a customer info sheet for example for an equipment setup, network setup or software setup and input things like IP address, credentials, License keys, vendor info, etc.
I agree this would be very handy for us as well
Bert Rolston commented
Very handy for network & hardware configs as they are customer centric not job centric information.
Steve Palacios commented
This could be handy in a few situations that I can think of!
Alba Taylor commented
We have a client that needs laptops setup a particular way and would appreciate being able to make a worksheet for the process but only use it for that client.