2021-3Q: [CRM] Maintenance Tickets - Customer Routing Options
A new feature has been added to enhance the maintenance ticket functionality. It allows for an operator to automatically send predefined emails, per ticket type, upon a ticket being opened and / or closed.
To make use of this feature:
1. Hover over "Maintenance" and click => Ticket Types
2. Search for the ticket type you would like to adjust
3. Under "Customer Email Settings" enter a Default Email Title and the Default Email Message (html can be used) for (On Open) and / or (On Close)
4. Set the flag under "Email Notifications" depending on which email message/s you would like to be sent
Fig 1: Maintenance Tickets - Email customer on Open and/or Close
Published Date: 18-October-2021
Engineer: PD
Related Articles:
2021-3q-crm-default-eup-visibility-for-maintenance-tickets
2020-1q-ability-to-control-email-notification-options-for-maintenance-tickets
2018-3q-crm-maintenance-types-customise-default-title
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.