Post-Sale: Support per-ticket queue (and settings) when creating multiple fulfillment tickets from an approved quote

Description:

When creating fulfillment tickets from an approved quote, all tickets use the same global queue configured in the PSA integration settings. We would like the ability to set a different queue (and optionally other ticket settings like issue type or billing code) per individual ticket at the moment of creation.

Use case:

We create multiple tickets from a single approved quote: one for the procurement/order team and one for the support team. These need to land in different queues in Autotask, but there is currently no way to override the default queue per ticket at creation time.

Current behavior:

All fulfillment tickets created from Salesbuildr use the single globally configured queue from the Autotask integration settings.

Desired behavior: W

hen creating a fulfillment ticket, the user can select or override the target queue (and optionally other defaults) before confirming creation.

Impact:

Teams with split fulfillment workflows cannot route tickets to the correct queues automatically, requiring manual reassignment in Autotask after creation.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Date

About 3 hours ago

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