Announcement

Collapse
No announcement yet.

Change account in ticket

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    Change account in ticket

    Hi,
    I have couple tickets that was created under an account but realized need to change the account to another account. It already has bunch of email conversations and records. What are the options to move the ticket to correct account beside manually creating new ticket with correct account and copy information over?

    Thanks,
    Ankur
    Last edited by ShamanSys; July 30, 2012, 08:34 AM. Reason: add more information

    Re: Change account in ticket

    Thanks for asking. There's aren't many options here. Copying the Ticket to a new one (under the correct account) may help and then modify all Charges and other related items to the newly created ticket but updating the Ticket# they refer to to the new one.

    Comment


      Re: Change account in ticket

      Hi,
      Thanks for the respond. I created new ticket and just continue from there and made note in the old ticket to follow the new ticket with proper account. I informed the client as well.

      Thanks again,
      Ankur

      Comment


        Re: Change account in ticket

        the problem with copying tickets is that we get a new ticket number -- the confirmation emails that go out to the clients reflect a different number so when they reply we get information split across different tickets (and potentially different accounts/contacts)!

        thanks --

        //ray

        Comment

        Working...
        X