Visionary360 Blog

Category: Enhancements

Enhancement ID 180105

  Enhancement ID: 180105 Date Completed: 1/5/2018 Version: 1.1 Enhancement:  Ability to select which status the service ticket will be set to after being created.

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Enhancement ID 180110

  Enhancement ID:  180110 Date Completed:  1/10/2018 Version:  1.1 Enhancement:  Ability to check all email address fields for contacts. Currently it’s only checking the main email address.

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Enhancement ID 180116

  Enhancement ID:  180116 Date Completed:  1/16/2018 Version:  1.1 Enhancement:  Ability to create an activity from an email. Will use from address to determine member activity is created for. Will use original sender’s email address to find company/contact activity should be created under w/ catchall option. Summary of email = summary of activity. Original content of email becomes content of activity w/ date/time stamp of date of import. Email content from “forward” becomes content of

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Enhancement ID 180117

  Enhancement ID:  180117 Date Completed:  01172018 Version:  1.1 Enhancement:  Added ability to allow customer to cancel service from portal.

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Enhancement ID 148762

  Enhancement ID:  148762 Date Completed:  12/27/2019 Version:  1.1 Enhancement:   Emails sent to the activity@ address that don’t have a forwarded email should still create an activity, but the company/contact of the activity would be the Member who sent the email in the first place.  That same Member would be assigned to the activity as well.

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Enhancement ID 180117

  Enhancement ID: 180117 Date Completed:  01172018 Version:  1.1 Enhancement:  Added ability to allow customer to cancel service from portal.

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.

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