Recurring Tickets
Introduction
The Recurring Tickets allows to automate repeating tasks for customers such as:
- Daily ticket to verify customer backups.
- Weekly ticket to check antivirus scan reports.
- Monthly ticket to perform customer server maintenance.
- Monthly ticket to carry out preventive proactive maintenance on a server or other equipment.
- Annual ticket to install the new SSL certificates on the customer server.
New Tickets created automatically from recurring tickets templates get pushed automatically to the Open Tickets list. You can add any number of recurring Tickets under each customer account.
Using the Recurring Tickets you will never need to remember to perform repeating jobs. You just need to configure a Ticket Template that will create new tickets automatically based on a recurring schedule. These tickets will remind you to perform the work and they already will include all details required for the job.
Setting up the Recurring Tickets
Recurring Tickets are automatically created by the 'CommitCRM Server' Windows service.
This Windows service must be installed on your server and must be running at all times in order for this feature to work.
If you already use the Email Connector or Alerts Server then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Ticket Templates.
For installation instructions please review the Service Setup Guide.
Configuring a recurring Ticket Template
Recurring ticket templates can be managed using the main Tickets window. You can also review customer specific templates under the customer Account Tickets tab.
The recurring Tickets are based on the templates that can be updated at any time and will affect the Tickets created on the next cycle.