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Multi Edit-Add Action Tab

The Add Action tab is similar in structure to the Add Actions to a Ticket screen. Remember to hit Save before leaving Multi Edit.

 

 

Item

Description

Additional Information

Author

Select the staff member the Action note will be against

You can only select one staff member; if you are the staff member, the notation will be <Me>.

Quick Note

Select a Quick Note from those available in the drop down. (Not required)

Will add the same note to all tickets.

Date/Time

Set the date/time if different than when the note is created

 

Role

If the selected staff has multiple roles, select the appropriate one

 

Notes

Will add the same action note to all the tickets selected

 

Billable

Will add the same amount of billable time to the selected tickets

 

Non Billable

Will add the same amount non-billable time to the selected tickets

If Non Billable Time is not displayed, this will not be available as an option

Private

Will make the note private in all selected tickets

Private notes are not available or visible to Staff Plus users.

Attachment

Attachments will be added to the selected tickets

 

Check Spelling

Will check the spelling of the action note before it is added to the selected tickets