Bypass intake form for MSP Contract Customers (per account)
For business customers, if the Intake Form is enabled, have the ability on a per account basis to specify whether or not the intake form will be used. For example, the IT MSP company ABC Tech, Inc. has a managed service contract with Hi Ho, Inc. When a new ticket is created for Sally over at Hi Ho, the Intake Form is bypassed, since there is an existing contract and the intake form is no longer required for each ticket.
Done!
Go to your Ticket Custom Field editor to find a new subsection.
You can setup custom terms and conditions per ticket type, or skip the intake form per ticket type.
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Tim Nyberg commented
I don't think this is what we had in mind. I think what we need is that if a client is a "Contracted signed client" of any kind we could skip the intake form automatically. This should be as simple as a button click in the customer file to turn it on or off. It is nice I guess to do this by ticket type but I can't see how? Our MSP clients have the same issues everyone else does....they don't have special ticket types. Major work needed on the Contracts workflow all together.
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Spencer Pous commented
+1 for MSP feature
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CCW Technology commented
Badly needed.
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Josh commented
Got my vote as well.
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pcsat commented
Nice one - one vote added.