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Create Ticket or Opportunity from Completed Activity

Status: New
by on ‎01-28-2014 01:23 PM
Add a feature to the history entry dialogue box to create a new opportunity or ticket with the last discussion. Currently you can only search for opportunities and tickets that already exist. If a ticket doesn't exist they have to cancel the history entry, go into SLX and creata ticket, then go back to the email and attach it to the ticket record. It could be done if far fewer steps if a ticket could be created directly from a tech support email coming in.
by Copper Contributor
on ‎01-28-2014 02:52 PM

"It could be done if far fewer steps if a ticket could be created directly from a tech support email coming in".


This can be done today use TaskCentre or Knowledgesync. Eventhough it cost a couple hundred dollards b per month (subscription) it will pay for itself many times over if your support interaction with customers is proimarly through email.



by Gold Super Contributor
on ‎01-28-2014 03:35 PM

Agree w/HBB - as not every customer's workflow involves creating a ticket after adding a record to HISTORY.. in fact, it typically is the opposite.

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