To which integration/function area is this feature request related? Autotask
Summary: Create a bot that will message the tech when they forget to use the ‘New Time Entry’ Form Template/Speed Code when they are entering their time into a ticket.
Can exclude eNet Systems, Inc company
What problem/s will this bot address? Will help keep all time entries following the same format. Ease of billing, ease of reading, reminds them of the next steps to be taken, etc.
Is there any dashboard that you are using today to address this problem? no
When should this bot be triggered? If a new time entry is in a ticket and did NOT use the ‘New Time Entry Template’ Form Template/Speed Code, then send a message.
Where do you want to send the message? Email
Details of the message to be sent if the bot is triggered:
What happened? , you forgot to use the ‘New Time Entry’ speed code in your last time entry in
What should the recipient be asked to do? Please update the last entry in using the ‘New Time Entry’ speed code.
Why should the recipient do it? This helps all Consultants follow the same formatting for their time entries, to help with:
-Knowing what the next steps are
Suggest a name for this bot: Did not use the ‘New Time Entry’ Speed Code
Description of this bot: This bot reminds the techs who forgot to use the ‘New Time Entry’ speed code to update their most recent time entry with it.