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Hi,
We email our clients completed SO's after each visit. We use built in features that creates PDF report and automatically attaches it to Outlook. That part is working great. Couple of things that are trying to figure out: 1. How to change default signature that is added when emailing client completed SO. I though it was under employee signature, but when I went to that setting, there was no data in there. 2. This one is starting to be a pain actually. The completed technical server order form that we email to client has a ticket status. We send it once ticket is "completed". The problem we are having is that once we click on button that says "Completed" in CRM to close the ticket, it goes away from our open tickets window into our "Completed". I understand that this is a process of how it works, but the problem we are facing that we have several engineers closing tickets and they have to go through whole list of completed tickets just to find the one they just closed to be able to email it. It would be nice to be able to email that ticket out to customer without going through thousands ( and this number only gets bigger) of closed tickets. |
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The employee signature for outgoing emails is set on the Employees > Employee tab - if that is the one you mean which is blank, perhaps you have a signature configured in Outlook itself or maybe it is another Account?
In the Closed Tickets section you can just click on the Close Date column to sort them and have the newly closed Tickets at the top. If the Close Date column is not visible without scrolling right, you can drag it to the left so it will be visible. Alternatively you could create a filter for something like "Last Updated by User = Fred" and Sort by Close Date Time and save that for easy reuse in future. You could also include "Close Date Time = " and just click the Today button each time applying the filter. Another option would be to open the Ticket in a new window with ctrl+w (or the right-click menu) and then complete it so you can always see the Tickets still in the Open list in one of the windows. |
