Scheduled/Automated Tickets and Canned Text
5 guides
Automated Tickets
The article explores the concept and configuration of Automated Tickets, which are designed to notify agents of significant events like agreements or warranties expiring, recurring invoices, and unpaid invoices. It outlines how to set criteria for automatic ticket generation and the steps for configuration including choosing specific entities and setting date rules. It also explains features such as to-do lists for ensuring ticket completion and adding invoice variables for clarity. Automated Tickets can include features like PDF attachments when certain criteria for events like unpaid invoices are met.
Automated Tickets - Next Call Date
Canned Text
Making Use Of Canned Text and $ Variables
This guide helps users understand how to effectively utilize canned text and $ variables in their communications through Halo. It covers the creation and use of canned text, the application of variables, access control settings, team-specific canned text options, and how to set up favorites for quick access. The use of canned text ensures quick insertion of frequently used phrases, while variables allow dynamic content insertion. Access control and shortcuts are highlighted as means to streamline the workflow for agents.
Scheduled Tickets
The guide explains how to use scheduled tickets to notify agents of recurring tasks or events. These tickets are created at set intervals, such as weekly or monthly, and can be preformatted with specific fields for tasks like maintenance. The guide covers configuring schedules, setting end-users, ticket values, related assets, and child tickets. It also details how to add scheduled tickets from the client level. The system allows for dynamic ticket creation based on SQL queries, ensuring tickets are generated accurately for the relevant users or assets.