Customize the notification message
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Dan Norman
I think it would be great to add the ability to customize the notification message at the time you setup the schedule request from the pod on the ticket. A simple checkbox to trigger a custom message for the appointment would be great. Or a text area in the "Additional Options" section. This would let you point out anything special that the contact would need to know or have ready for the appointment.
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Jason Casuga
Merged in a post:
Ability to add custom message to each appointment type to the end user
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Support
In the calendar view where the end user picks the date/time, we would like to add a custom message just saying something to the effect of, "if the following times don't work with your availability, call us ..."
Jason Casuga
Merged in a post:
Custom message in appointment request
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Rob Gilbreath
When sending out an appointment request, the ticket summary gives some context, but often not enough (especially when the ticket is from an RMM monitor or otherwise was not user-generated). It would be extremely useful to be able to, when sending out an appointment request, type in a custom message explaining exactly what the meeting is for and what the recipient needs to be prepared for.
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Aaron Howe
This is so important to us. I keep having to email the client telling them why we are sending out the scheduling request. Example onboarding ticket with multiple tasks that require a meeting. We want to be able to schedule different things with different techs. I dont like to have to email directly to say. Hi I am sending you 3 different timezests, one to setup your new domain with Jerry, one to configure your anti phishing with Jon, and one to setup billing with Paul....
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Aaron Howe
Or This appoint is going to be for our kickoff meeting, or this appoint will be to setup your domain, ect. We schedule from Autotask. For onboarding tickets we have the need to schedule many appointments at one time with different resources. We need to designate the appointment so that the end-user knows what they are scheduling for.
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Aaron Williams
This would be EXTREMELY helpful in terms of helping us to be better prepared with any specifics regarding the service requests outside of normal processes. Cannot emphasize what a bucket list item this would be
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Mary Stevens
This limitation keeps me from being able to use TZ within tickets which means none of the workflows happen since they are only triggered if the email is sent from the ticket.
I see this issue has been open for a long time. Is there a way to see if this is in the plan?
Jason Casuga
Merged in a post:
Note field for TimeZest requests
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Patrick Thoms
I would like to see it under “Show Additional Options”.
ie.
[o ] Include Note
[ ]
This way you could type in a few words why they are getting the TimeZest.
An example of this is for one of our clients. They send us a ticket with a list of pcs that they want Windows updates installed on. Might only be 10 staff out of 50 that need the latest updates done.
The staff people are not part of the ticket and thus they don’t get emailed about the ticket. So when we send them a TimeZest request, having the ability to add a note to the email would be most beneficial so we don’t have to email them back about why they’re getting the TimeZest request before they will accept it.
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Jeff Lorenzen
This would eliminate a step in our workflow process as well. Due to the limitations in TZ requests, we are forced to send notes from the ticket to the end user (EU) to let them know they're going to get a TZ request. While this can be a simple step and is often a template that takes less than 5 seconds to send, the EU can be confused about why they're suddenly getting a request from us on a ticket for which they have had no other prior notification. Another example to support Patrick's request is machine alerts. Often, the subject line of these tickets alone are enough to cause confusion on the part of the EU. So we have to "warm it up" by sending something...before sending something.
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John Spengler
Jeff Lorenzen
We actually had to adjust our workflow to stop sending the TZ email entirely. We create the link and paste it into our own scheduling request template so that we can provide maps and scope of work along with standard boiler plate requirements/expectations.
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Mario Lehoux
We need please.
Jason Casuga
Merged in a post:
Add a note to email
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Mary Stevens
When sending the email, it would be nice to be able to add a note like 'keep in mind, for this appointment, the server will need to be offline for under an hour' or 'if the user is not available, we will need to set up a second appointment for MFA' or whatever note fits that schedule.
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