I have to agree with Ryan - we were initially annoyed too, and then realized that every customer interaction should really have a ticket. By far the best way to provide a record of what was done, and why, and the costs associated.
9 votesMichael Miller shared this idea ·
We run into this all the time as well. There are some workarounds, but it would be nice.
We have a beta of this, if you are a beta tester go to Reports and try out Customer Detail report and let us know what you think it needs.
It should be available for non-beta testers in a few weeks.
For our contract clients, it would be really valuable to generate a report showing their tickets for a date period and the charges on them to show what was done and how much time was spent. We had a client today that was curious about three separate tickets, and having to pull up each one and then compile was a bit labor intensive.Michael Miller supported this idea ·