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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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.
Jason Casuga
Mary Stevens you can do that now by updating your email templates. In this example, when the client schedules an appointment, they would be receiving the Confirmation email. You will update that confirmation email template to include the note.
Here is a link to our documentation on how to format the text in the template:
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Mary Stevens
Jason Casuga: If I'm reading that correctly, that only allows us to updates templates, not create a personal note based on the situation. We are trying to avoid having dozens of appointment types to account for every possible situation and would be better served by being able to include a note when needed. It would also help as we transition clients to TZ to include the note so they know it's a real request and not spam without us having to draft a separate email letting them know a TZ request is incoming.
Jason Casuga
Mary Stevens: Yes, my reply was meant to explain that you can add the note in the email template that is used on an appointment type that uses it. So if you have an appointment type for "Server Maintenance", then the client will always get the message that "...the server will need to be offline...".
But I see now that you're talking about sending the message individually. There is an existing feature request for this and I will merge this one to it: https://roadmap.timezest.com/feature-requests/p/customize-the-notification-message
Jason Casuga
Merged in a post:
Text box for including a message with the invite
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Salman Mohommadi
It would be absolutely great to be able to include a note with the invite sent, I know we can grab a link and resend with an email, but we have to create the invite first which will send a notification which can be confusing, so we end up sending 2 communications/ 2 emails for every invite, If there is a text box to include the communication with the invite, which also does an entry in CW once sent, that would resolve this problem.
Jason Casuga
Jason Casuga
Merged in a post:
Put a comment in a Timezest
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Jon Thompson
So if I have a Timezest request right now via the pod, I have to send two emails- one with the timezest request, and one with any comments I have pertaining to it.
I would much rather use one email only. This could be done by allowing me to enter a comment into the timezest request.
For instance, today I needed to send a scheduling request to a ticket that requires the individual to be in their office. Since I don't want to have another appointment type dimension (meaning multiple types), I would have liked to send the note that I want it to be on a day that the user is in office.
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Rodney Fournier
As would the ability to customize the meeting Title
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