Trialing - Few Questions
🦍Gorelo Question
Hi,
I am trialing the product and just a few questions.
1. Is there a way to directly link in documents that have been created to a ticket, I can see you can generate and insert a form but can't see this for documents?
2. There doesn't appear to be any exe or msi install for agents, how does one send off a link to get the agent installed? - it seems the only way to do this is via powershell which wouldn't be user friendly.
3. Is there a way to schedule reports, so for example if we have done 6 hours work logged via tickets it would be good to generate a report that gets sent to the customer - is this possible?
4. When an email comes in and converts to a ticket, the signature is being kept making it hard to read when there are things like images in there - is there a way to strip this out?
5. I can't see CIPP under the integrations, but im sure that was an option?
6. Is there a way to make custom ticket status? - for example a "pending closed" which then will close the ticket after 3 days.
7. With the xero integration is it possible to have the system allow xero to only send out the invoices, if so once they have been paid on the xero side will it sync back and show that its been paid in gorelo?
Many thanks
I am trialing the product and just a few questions.
1. Is there a way to directly link in documents that have been created to a ticket, I can see you can generate and insert a form but can't see this for documents?
2. There doesn't appear to be any exe or msi install for agents, how does one send off a link to get the agent installed? - it seems the only way to do this is via powershell which wouldn't be user friendly.
3. Is there a way to schedule reports, so for example if we have done 6 hours work logged via tickets it would be good to generate a report that gets sent to the customer - is this possible?
4. When an email comes in and converts to a ticket, the signature is being kept making it hard to read when there are things like images in there - is there a way to strip this out?
5. I can't see CIPP under the integrations, but im sure that was an option?
6. Is there a way to make custom ticket status? - for example a "pending closed" which then will close the ticket after 3 days.
7. With the xero integration is it possible to have the system allow xero to only send out the invoices, if so once they have been paid on the xero side will it sync back and show that its been paid in gorelo?
Many thanks
