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Service Ticket

New Member
Posts: 2
Country: USA

Service Ticket

We are a service oriented business. We are looking for a way to use ACT as it is without Addons as a ticketing program.

 

Start a case or issue and move toward resolution.

 

Right now we are using the To Do with follow ups.

Bronze Contributor
Posts: 1,394
Country: USA

Re: Service Ticket

Hello SchaferCo again.

 

I would recommend using the opportunities feature.  You can give each ticket a name and make it unique by adding the date and time to the description.

 

You will then be able to see a history of what is progressing and what is next.  It is also easy to add fields to the Opportunities screen.  For examle, I have added a text field so that I can enter a narrative besides what is in the drop downs.

 

As help tickets progress, you will also need to add the people who are working on the problems.  Then when you look back, you will be able to see who helped or who is still owing information.

 

Closing the opportunity would be the same as closing the ticket.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Service Ticket

I'd agree that customised opportunities would be better than activities for what you're trying