RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)

Thread Tools Search this Thread
 
November 12th, 2007, 04:59 AM
Product FAQ
 
Posts: 172
How can I have internal Account notes display when an employee is creating a new Ticket?

Last edited by Support Team : November 12th, 2007 at 05:52 AM. Reason: too long title
 
November 12th, 2007, 05:03 AM
Support Team
 
Posts: 7,514
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.
Reply





All times are GMT -6. The time now is 12:48 PM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.