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.
You're right! It already works out of the box. Awesome, I'm putting this to use ASAP!!
We need this. We are an MSP and refer to all clients by company name.
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!
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..
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.
That sounds like it could work. Has RS done an instructional video on that routine so I can get a tutorial?