Voters 13
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Issue/Task Traking
- Completed
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Anas Mustafa |
We really need some sort of ticketing system that allows us to create tickets for open tech support & Customer Service issues to handle. This should allow us to assign to specific people with action dates. Also it should allow us to update the status from open, customer to follow up with us, we need to follow up with customer, and closed.
Activity Newest / Oldest
Bassem Naguib
Status changed to: Completed
Bassem Naguib
Merged with: SALES SCHEDULER ( for leads )
Sonia Dupuis
Hello, in my other system i hade a sales scheduler same as tech scheduler and it was very helpfull to be able from my door knocker teams that go out and get appointment for there sales rep teams. They have to be able to see the disponibility of there reps in there area and by able to schedule lead appointment in rep schedule directly in there agenda. I try to use ActiveKnocker but also them do not have reps scheduler and I have to use your competitor to be able to manage my reps scheduler and it is not a best way to work... thanks you to consider this request.
Sonia Dupuis
Hello, in my other system i hade a sales scheduler same as tech scheduler and it was very helpfull to be able from my door knocker teams that go out and get appointment for there sales rep teams. They have to be able to see the disponibility of there reps in there area and by able to schedule lead appointment in rep schedule directly in there agenda. I try to use ActiveKnocker but also them do not have reps scheduler and I have to use your competitor to be able to manage my reps scheduler and it is not a best way to work... thanks you to consider this request.
Bassem Naguib
Thank you, Sonia, for your suggestion!
I believe your request is related to task scheduling. I am assuming you are using the tasks feature to schedule your sales rep appointments. So I will merge this request with the task tracking/scheduling request.
Eric Jones
It's looking good so far Bassem, it has been working well - we started using it when we first noticed the new feature. Will keep you posted on any suggestions we come across! Thanks Bassem!
Eric Jones
It's looking good so far Bassem, it has been working well - we started using it when we first noticed the new feature. Will keep you posted on any suggestions we come across! Thanks Bassem!
Bassem Naguib
We released a basic implementation of this feature. I will leave it open because we are likely to add a visual scheduler for tasks (like the one we have for technician jobs) and integration with Google and Apple Calendars.
Bassem Naguib
We released a basic implementation of this feature. I will leave it open because we are likely to add a visual scheduler for tasks (like the one we have for technician jobs) and integration with Google and Apple Calendars.
Bassem Naguib
We started designing this feature. We are hoping that it will cover, not only issue tracking, but also task tracking and appointment scheduling.
Customers are welcome to share their thoughts and ideas related to this feature.
Anas Mustafa
Thank you Bassem, can't wait till we have this feature. My idea is where it is designed like the way leads are. Maybe create a section called Tickets OR Tasks and it can be designed just like leads and we can assign them to different FQ users and put action dates etc. But they should also be able to be created and/or attached to each customers file
Bassem Naguib
Status changed to: In progress
Bassem Naguib
Status changed to: Suggested
Bassem Naguib
Thank you so much, Anas, for your suggestion!
I changed the title of the post to "Issue/Task Traking" to match how we refer to this suggested feature internally.
This is indeed something that we believe should be added to FillQuick eventually.
John Tyler
This is an excellent idea!