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Can we please get a bigger notepad?
Development & Testing ETA: 1 - 2 Days
We are looking at integrating a better Deals Files section that will augment the current uploads section. This will allow you end users to create and manage files and folders. We will also work on PDF, DOC inline previews.
Development & Testing ETA: 2-3 Weeks
In some instances a pipeline may be created to track progress however, they're not counted towards the overall Sales Goals for sales team members. Being able to exclude pipelines as a whole from the Deals Dashboard would be helpful for accurate goal tracking.
Adding a Deal Creation button in the Deals section, beside "+Pipeline"
Similar to Ticketsmith, it would be awesome if a "New Deal" button would be added where, in the deal creation window, you selected which pipeline it's to be added to versus scrolling to each pipeline and adding.
When using task log to compose email to customer, add a contact to the customer location, similar to find location and new contact when changing ticket location from dashboard.
Development & Testing ETA: 2-3 Days
We were asked; Would it be possible to expand sending an email any time the "Requestor" is changed and a new email goes out to the new person?
Development & Testing ETA: 1-2 Days
We are considering adding Task templates to Service Tickets tasks where as you can do one of two things.
The objective here would be to normalize any ticket with a task process towards completion.
Our team is proud to annouce we have approved this request and is now tagged completed by our team and feature is designed as follows.
Each service ticket created now gets a new tab section called Todo Tasks. From here any user can add tasks to be completed and reassign to team members as needed. Each task can also have action notes and completion notes for each task. We also will now create a task log from the completed action notes so you do not need to make one.
We also gave access to Task Templating that will allow you to stripe todo tasks to any ticket.
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