Make estimate approval trigger dashboard update
Love it when customers approve estimates via their online portal and save us a phone call or follow up. The issue is, when they approve an invoice, we have no way to know they did without manually checking their ticket.
Technically, an estimate approval is a customer update, so we think it should trigger a blue "customer reply" notification on the dashboard, and add an envelope icon next to the ticket with a "customer reply" note that says "Estimate approved via portal".
Need it...
This is live!
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Ryan (CTO, Pinellas Computers) commented
Hi Kevin,
This topic is actually Completed; RS approved and integrated exactly what I asked for. It looks like RS hasn't gone through and updated a lot of topics for a while. I would make that into a new suggestion so it doesn't get lost when they close this topic - as I'm sure they will.
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Kevin Kindle commented
Besides a few updates to the estimate system like expiry dates and better statuses, it would also be nice if we were able to set a default "action" to the estimate.
Right now when an estimate is approved we can convert it to an invoice or a ticket.
Wouldn't it be nice if we could check a box when creating the estimate that when a customer approves the estimate it auto-converts to invoice or auto-converts to ticket? That way it would automatically display in the ticket screen or automatically invoice them so we can get paid.
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Ryan (CTO, Pinellas Computers) commented
It would be really helpful if the approval would add a line (highlighted in yellow, since it's an automated update) to the related ticket with the subject "approval". Then, it would be very apparent in the ticket that it was not approved by a tech, but rather auto-approved online.
Not sure if it's possible, but we think it should function as both a "customer reply" update (to trigger the dashboard icon to switch to blue) and an "approval" update, (to switch the ticket status to Approved: Yes).
This is such a perfect solution to this issue. Please deploy it!
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Ryan (CTO, Pinellas Computers) commented
Also, the notification system does not make a note in the ticket that it was approved. It just adds the stamp to the estimate (which is great). However, we still need an "approval" note in the ticket to make the progress bar turn the approval line green. Thanks!
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Ryan (CTO, Pinellas Computers) commented
Just an update here Robert - The new notification system is not a solution to this request. While it does alert the user via their portal, it does not let anyone else (who may be working on the ticket, too) know. We use the dashboard to monitor ticket alerts, and a customer reply should really update something on the dashboard. As I mentioned before, an approval is a form of customer reply, so a ticket update called "customer reply" with an auto message of "customer approved via online portal" would turn the ticket blue and would be perfect. Thanks!