I would like to be able to copy an existing ticket to carry over the ticket properties as well as the contacts, deal, and company associated with it. We do this manually now and it's time consuming and leaves room for human error. When copied, I would only want to copy the properties and associated deals, companies and contacts. I would like to rename it and start with a “clean” ticket with no conversations or notes transferring over.
Our use case is for manufacturing transferring over to service. We have a production ticket with all of these values filled in and we want the same information to be in the service ticket. Right now I have to fill in all the fields, it seems like there could be a way to add this functionality and save us time and remove human error. Thanks for listening!