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Is there an option to create a ticket every month on a reoccurring basis? What I'm trying to do is have a ticket created on a monthly basis for each of my clients to review their updates and run any updates as needed, but other than creating a reminder for myself, I don't see any automatic way to do this. Any suggestions?
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The best way would probably be to add a recurring task or appointment. Then once the Task is due right click it and convert it into a new service Ticket. All data - the account, description, etc. will automatically be copy from the recurring Task/Appointment and into the new Ticket.
To add a recurring Task/Appointment - in the Task/Appointment details window, click the 'Recurring' checkbox, and set the recurrence settings just after clicking OK. Hope this helps. |