Enhancements to the Autotask Post Sales ticket when created

Currently, when the Create Ticket (won wizard in Autotask) is run, can we add a few things to the Ticket created
-Prepend a Sales Order:" to the ticket title
-Add the Quote number to the Sales Order Description
-I noted in another request that the Salesbuildr won wizard process to create the Project from the project template selected.

This will save some triage steps with every sale closed.

Consolidated into: Activate Proposal Project (Autotask) from quote/deal won - Extra feature

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Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Ticket

Date

6 months ago

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