I suggest you ...

improve on recurring tickets scheduling options

The recurring ticket feature is unfortunately not useful to us in the
current state.
Most of our appointments occur for instance on the second Monday of each month from 1:00 PM - 3:00 PM
Just selecting weekly/monthly/bi-monthly etc. and a date when the ticket should run is not going to keep the tickets properly synched.

Thanks

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5 comments

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  • Michelle commented  ·   ·  Flag as inappropriate

    I was going to post this same request, as "Allow monthly recurring tickets and appointments by day of the week" then found this, so you have my votes.

    The ability to set recurring tickets, and recurring appointments, for monthly service by day of the week would be incredibly useful.

    For example, in other automated software we use (or even Google calendar for that matter), I can set items to recur on the First Tuesday of every month, or the Third Monday of every month, and so on. If set by day of the month, that date could land on a weekend when the client and myself are unavailable.

  • wwilliams commented  ·   ·  Flag as inappropriate

    We need a way for recurring tickets to create corresponding calendar items. or recurring appointments.

  • Tim Nyberg commented  ·   ·  Flag as inappropriate

    Great ideas, good feature as well but it could use a few tweaks that would make this a lot more beneficial.

    1) We need advanced scheduling options, much like iCal options would be great. The ability to choose multiple days a week for a visit, differing times for those visits. For example Tuesday and Thursdays at 7am / 10am.

    2) Ability to see all these recurring visits in the Calendar as soon as they are scheduled/created, the idea is that theses times are blocked off. We don't want anyone putting another appointment in that spot. So calendar events should go in as soon as the schedule is created but the ticket could remain hidden until a week before the event. As long as anyone trying to create a new appointment for that time slot got a notice indicating that time slot was already booked, and then be prompted if they wanted to proceeded or not. There are times when you put things in that calendar that might be a returned phone call and overlap is ok. But not a second on-site, so a notice would be nice.

    3) Making recurring tickets become active as needed, the ticket part not the calendar part. So if we wanted to enter notes for that ticket on a specific date those could be added then making that ticket visible.

    4) Coupled with a todo list for clients this would be a great tool. adding the ability for clients to go into these scheduled visits and add things to an editable todo list in the ticket maybe nice for these recurring tickets/Visits.

    5) It is not very useful for recurring tickets not to show up in the Calendar, they need to be visible there as they are created.

    6) iCal sync with RSr calendar....kind of a big deal. It is a lot to work around and create confusion in the workflow. Most people like to use the calendar on their computer so they have everything in one place and not have to jump into RSr to check events.

    7) perhaps a small "flag" in the corner on the calendar to show the event is recurring. Like a little transparent "R" or add {RS - "R"} to the already existing RS on the event.

    Just a few thoughts to add to the collective mind....

  • Chad Kempt commented  ·   ·  Flag as inappropriate

    We have the same problem as Jason (8:00AM in our case) - either have them open earlier for everyone or give us a way to pick what time they create at. Seems picking would work best for everyone but earlier would at least be a stop gap for some of us.

  • Jason Breese commented  ·   ·  Flag as inappropriate

    I need my tickets to open up sooner than 9AM EST. I start work at 7am and my weekly recurring tickets cant be accessed until they finally auto-create at 9am, its crazy!

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