bigwetfish Posted December 5, 2011 Share Posted December 5, 2011 Hello all, This is my first contribution of a whmcs addon. It is quite simple in its usage but it can save time again and again when answering tickets. The basic functionality of this hook is that when a ticket is opened the admin notes from the client are added to the top of a ticket as a note. I welcome any questions or comments on this. auto_client_notes_v1.0.zip 0 Quote Link to comment Share on other sites More sharing options...
nick@molten-servers Posted December 5, 2011 Share Posted December 5, 2011 One question, where do we put this file? Sorry may be stupid but its not anywhere i can think of. 0 Quote Link to comment Share on other sites More sharing options...
bigwetfish Posted December 5, 2011 Author Share Posted December 5, 2011 Right... Duh. My bad. Put it in /includes/hooks That's it. Then just wait for the first ticket to come in. Of course you need to have something in the admin notes on that client for it to actually do anything. Otherwise it won't do anything. 0 Quote Link to comment Share on other sites More sharing options...
nick@molten-servers Posted December 5, 2011 Share Posted December 5, 2011 Ok Thanks for that, will give it a real good test, we get around 20-30 tickets a day right now so will be good to let our other staff know whats happened before with a client. 0 Quote Link to comment Share on other sites More sharing options...
bigwetfish Posted December 8, 2011 Author Share Posted December 8, 2011 Hello Nick. I am curious what you have found with the usage of this. Are there any improvements you would look for that I might be able to implement? I have a plan for a larger and much cooler addon but I want to get a feel for how well this smaller one is received. Thanks 0 Quote Link to comment Share on other sites More sharing options...
nick@molten-servers Posted December 8, 2011 Share Posted December 8, 2011 Hi, Only a few things i could see that would benefit from this would be to put old client notes (with a date) onto the new tickets. The other would be when adding a note to the clients profile its got to be within the main summary, its not currently using the products admin notes unless i am missing something. I think this may not be something you can add but its hard to know who put what on the notes so i have the guys now putting [staffname][date][time] [notes] so we know exactly who and why that note was put on and how long ago. I am still testing it alot with the guys but it seems to be working great so far. 0 Quote Link to comment Share on other sites More sharing options...
bigwetfish Posted December 8, 2011 Author Share Posted December 8, 2011 At current it only grabs the client notes. Modifying it to do product notes shouldn't be too much of a task. Doing logged notes targetted with person and date as you suggest might be something to look into in the future. Product notes now. I'll try to tweak that in the next few days. Good idea. 0 Quote Link to comment Share on other sites More sharing options...
nick@molten-servers Posted December 9, 2011 Share Posted December 9, 2011 Should be right to pull the Notes from tblorders in the same way you do for tblclients. Even add in a pull from the tblticketnotes to bring any other ticket notes for that client into the message. 0 Quote Link to comment Share on other sites More sharing options...
bigwetfish Posted December 9, 2011 Author Share Posted December 9, 2011 Orders and products are one thing. I think that going so far as notes from other tickets that potentially have nothing to do with the current ticket could be a bit much. 0 Quote Link to comment Share on other sites More sharing options...
bigwetfish Posted March 29, 2012 Author Share Posted March 29, 2012 It is with great pleasure that I am releasing version 2 of the Auto Client Notes script. This once simple and single faceted note generator is now pulling all notes related to a specific ticket based on how the user selects the related package. Simply upload the file to the /includes/hooks/ folder and update the admin id as noted in the file. auto_client_notes_v2.0.zip 0 Quote Link to comment Share on other sites More sharing options...
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