Option to write to Discussion notes instead of Internal notes
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Jamison West
Some MSP's would like our notes (that we send a scheduling request and second that a customer chose a time) to go to the Discussion notes, not the Internal notes. They want other cc'd people on the ticket to get notifications to updates, and these would be important ones to share.
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Jason Langenauer
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You can now configure this with the new workflows release - if you have a look at the "Add note to a ConnectWise Manage ticket" action in the workflow for any appointment type, you can edit it so that TimeZest can set whatever combination of internal/discussion/resolution flags you wish on the note it writes.
Lowell Picklyk
Yes, this would be great for us as well. We need a better client-visible audit history so they can see that we've made efforts to reach them, and not have to depend on technicians remembering to also add a note in Discussion notes after they've already sent a TimeZest request.
This is especially important if you go the extra mile and have a customer portal like CloudRadial, where they can see the history of current and past tickets.
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Melanie Halloran
We'd love this!
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Teri Olson
Yes please! :)
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Stephen Moody
Second this. We have been using TZ for just a couple of weeks, and we already have several cases where our primary client contacts would like to be in the loop via the Manage portal to know when a ticket is scheduled for.
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Stephen Moody
I ended up writing a script to make every TimeZest note a Discussion note, using a Manage webhook that fires every time a ticket is modified, and an HTTP-triggered Azure function. Shoot me an email (smoody at greenloopsolutions dot com) if interested in the code.