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mdsmith

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  1. Is there a way to configure a response to a ticket NOT create a new ticket with RE: (whatever the email subject is) Ex. Client sends in an email for support as ticket #1 > agent responds > client responds back and it now created ticket #2 Re: (whatever email subject is)
  2. I am trying to configure my PSA instance to notify a client from a response via Ticket Note. This makes it easier on our IT Team as it is similar to how our other ticketing system was. However, when I select Add Note in the ticket, the drop-down for From Template never populates. I have successfully created a general response template and a workflow to "notify the client of a note added" using my "general response" template as that email template -- I have tested and is working properly. I have also created my "own" template for a password reset but cannot figure out why the From Template drop-down will note populate with any templates. Unless there is an easier way to directly reply to a client, I haven’t openly seen it yet or am probably just passing over it.
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