Basic CRM functionality
complete
Andy Blackett
A customer "notes" section that is tied to the customer data, this could be loaded up from the ticket view (it would be better if line breaks were retained for formatting). For example it could contain bespoke pricing or information on the customer. In addition could there be functionality to view a list of tickets that relate to the customer from the ticket view window (i.e. look at previous tickets from the same client before replying)
H
Herman Nefedov
complete
This is now implemented.
Our new Notes System allows you to create notes, not only for tickets, but also for orders and customers, making internal communication even easier.
On top of that, you’re now able to create and access notes not just from a dedicated notes section on the right-hand side of the screen, but also from within a ticket thread, reducing the chance of you missing an important note to almost zero.
Keeping notes on the right-hand side next to customer details or displaying notes inside the body of the message is entirely up to you and can be configured under Account Settings.
Nick Davis
This is something we are needing now also, (the customer notes), some of our customers open new tickets so would be great to have notes about pricing, or previous issues that we can store across all tickets on a customer