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This gives you an easy way to filter through Company Types while looking for agreements to set within 1Stream
We are taking an extra step and purposely excluding inactive items to prevent frustration so that you don't try to create new records with them
In addition into customer facing notes and resolution notes we now provide the option for internal notes for on tickets too
Now you can predefine the default agreement tickets would apply to so that your service desk techs don't have to choose incorrectly
For ConnectWise Manage, Autotask, Infusionsoft, Hubspot, Salesforce we now have synchronized contact notes between the 1Stream Apps and the CRM of Choice
Easily mark your note as the final resolution note on a ticket
Create a library of quick notes that you can use with Internal Notes
We have some new logic in the 1Stream Ticket Forms to post time entries differently depending on how you utilize notes
You can now be selective on what ticket board data you pull into 1Stream rather than everything!
Quickly see if there is a company note for things like past due balances, accounts that are not setup to be serviced yet, and more
