We’ve added a new Subject-Line Shortcode Modifier to allow you to add close a Rent Manager service ticket from your email.
This is a new addition … prior to this, you could only close a ticket directly in Rent Manager. [Close] allows you to close a service ticket from your email.
This was a user request that made 100% sense to us, for two reasons (there may be more, let us know!):
- If you have an issue in your email that you’ve already taken care of, you want to make sure it’s captured in Rent Manager for future review. So, you can forward the email with [Close] in the subject line. Aargh will create the service ticket from the contents of the email, AND close it right way. Job done.
- If you’ve been going back and forth with a customer on a service ticket, you can wait until you’ve resolved the issue, then forward the whole thread of emails to the Service Ticket and close it all at the same time. The benefit of this is then you get to see the whole thread of emails regarding the service ticket in 1 or 2 history/notes, instead of a bunch.
Here’s a screenshot showing how to do it. In this example, Pat is forwarding an email to 2Ticket. By using John’s email address in the subject line, Email2CRM knows who to create the ticket for. By using [Close] in the subject line, Email2CRM automatically closes the ticket instantly.
In this second example, Pat and John have been going back and forth for awhile on a service ticket she had already created.
Now, Pat just wants to put the whole email thread as History/Note to an existing service ticket, and close it.
So, in addition to the [Close] shortcode, you’ll also put in the [serviceissue#] so Email2CRM knows which service ticket you want to add a History/Note, and then “Save & Close” it right away.
