Managing your retainers or contracts can cost you a lot of time when you’re busy making sure that the requests that come in get attached to the appropriate ticket or project, so we made some enhancements to get you back that time!
By providing you with an option of setting a default retainer to your tickets or projects, you won’t have to worry about being forgetful anymore. This is a big one that many of you have brought up to our Sales and Support teams, so we’re really excited and hopeful that this will put you one step closer to focusing on the work that matters most to your business.
Previously, when a request came in for a specific ticket or project, you’d have to keep attaching it (or make sure to attach it) to the ticket or project it belonged to, which was a bit of a nuisance. Now, for example, let’s say you're working with a client on a support contract: now your technicians won't have to remember to add tickets to that retainer. On the more advanced side, this allows you to have emails coming into "email@example.com" or your client portal, (i.e. requests from your clients) convert into tickets for your team to tackle, automatically - all without any worry about your processes or keeping organized.
Essentially, with this update, now you can just start working on a request that comes in or have the people on your team tackle it, without worrying about managing the actual Retainer or Contract (saving you a bunch of admin work plus the back and forth time that occurs when you're busy double checking things).
Important note: we’ve made this an option because it’s rather impossible to set up a default retainer when you have multiple contracts for a single contact, and certain types of requests don’t attach themselves to a contract automatically (i.e. on-site work).
If you’d like to learn more, email us at firstname.lastname@example.org - we’d love to help! Or, if you stumbled across this post and you'd like to see how Accelo can make running your business easier, sign up for a trial - it's free :-).