How can I have internal Account notes display when an employee is creating a new Tick

[Product FAQ]

How can I have internal Account notes display when an employee is creating a new Ticket?

[Support Team]

You can add internal notes to an Account by using the Service tab in the Accounts window.

Internal notes are only visible to employees (customers using the web interface will not be able to see them). These notes are displayed every time an employee creates a new Ticket.

For example, you can use the Notes field for notes like "Hasn't paid yet," and each time a Ticket is created for this customer, this note will be displayed.

Internal notes can also be added at the Contract level (in the Contracts window >Details tab). These notes will be displayed along with the Account internal notes when a new ticket is being created that is assigned to a particular contract.

Internal notes are also visible when using the RangerMSP Web Interface for Employees.

When creating a new Ticket, click on -/+ near the Account and/or Contract name and the notes will be displayed.

Please note that the service Description field is visible to both employees and customers, while service Internal Note is visible only to employees.