Autotask Time Zest Notes Not Internal
J
John Stvartak
Currently, Time Zest puts a ticket note for TimeZest Appointment Requested & TimeZest Appointment Scheduled and we have no way to make it NOT an internal note. I want to be given the option for anyone viewing the ticket to see this at the client. I chatted with your support and you don't give us this option currently. I would like to be able to control what is internal in Autotask for all tickets updated. It Global option to select would be a start but in each Appointment Types and options would be even better. I might able to uncheck the internal with a workflow rule about to look at that. But having staff edit the Time Zest notes works but a resource waste. Or if they have to put it in their own time entry & notes this costs us resource time and we purchased Time Zest to save us time!
Log In
A
Aaron Jensen
I agree, the client should be able to see that an appointment has been scheduled.
T
Teri Olson
There is another topic about this as well, that's more ConnectWise focused, but the same issue, I believe: https://timezest.canny.io/feature-requests/p/option-to-write-to-discussion-notes-instead-of-internal-notes
T
Teri Olson
Yes, please! We have clients who have access to see tickets for their users. Sometimes they look at a ticket that has been opened for days that we scheduled through TimeZest, and it looks like we have done nothing at all.