[Reqest] Various Improvements

[Colm Whelan]

Well, they're improvements in my estimation!

• Changes to some default settings
  • Set a default invoice template so that I don't have to choose it every time
  • Set Ticket Notes to "Internal" by default or at least make it an available choice
  • Set "Work Email" and "Office Phone" as defaults on Contacts
  • Set a default "Ticket Type" for new Tickets
  • Set a default Queue for tickets
• Zapier Integration - I'd really like to integrate the PSA with https://www.quotientapp.com/ as the in built quoting is pretty terrible.  It clunky and ugly and not likely to improve one's chances of getting a purchase order.
• Please add the ability to create a ticket directly from an opportunity\quote with any associated charges added to the ticket
• Mailchimp Integration for contacts (see Zapier either) would be nice

 

There's more while I'll add here as I notice them.

[Matt Wilson]

+1 to most of these. These are small details, but when you live all day in PSA, they make a HUGE difference, particularly these Default Settings.