timothy meredith

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  1. 160 votes
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    63 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    timothy meredith commented  · 

    Troy,

    Thanks for the update. We'll look forward to see whats in the works. :)

    timothy meredith commented  · 

    Anyone know if this is in the works?

    timothy meredith commented  · 

    I know how Autotask handled contacts/customers was to allow you to link contacts as you said and allowed several granular definitions for each contact in how the workflow would be handled.

    For example, you could link contacts and set one as the "master" or headquarters contact, allow you to assign an office manager contact, billing/account manager contact, etc. You could define the contacts as you wished and set who would get ticket updates for that customer/client profile, who would get invoices, etc.

    timothy meredith commented  · 

    I agree 100% with this. We really like the customer profiles but it's crippled by certain features that would be fixed with this post. For example, if we manage a companies IT and they have 50 employees, we instruct all of the employees to use the portal, they instantly get to see the billing information and anything created in any ticket which could have confidential information that only executives wanted to see. It also doesn't let them pick which contact they are so if they forget to say who they are in the ticket, it instantly creates problems, let alone the person who has the main email gets blown up with emails.

    Linked contacts are the only way to move forward that easily fix these problems, sub contacts are a bandaid like you said!

    timothy meredith supported this idea  · 
  2. 17 votes
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    planned  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    timothy meredith commented  · 

    Seems like a rather simple feature too

    timothy meredith shared this idea  · 
  3. 18 votes
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    under review  ·  6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    timothy meredith commented  · 

    I agree but I think this post helps to accomplish that while fixing many other aspects of customer/client profiles.

    http://feedback.repairshopr.com/forums/165658-general/suggestions/7054883-the-100-perfect-solution-for-having-multiple-phon

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