🙅 Disable Technician - Feature update

gilgi
gilgi Administrator, Moderator, Internal Posts: 181 admin

Hey everyone!

We know that team members come and go, and offboarding can be a challenge, especially when it comes to ensuring that tickets and clients are smoothly transitioned. That's why we've made some significant improvements to the "Disable Technician" feature!


Thanks to a great suggestion from one of our community members (you know who you are!), we’ve enhanced the process to make sure nothing falls through the cracks when a technician leaves.

Here’s how it works now:

Open/Pending Tickets: These will automatically change status to ‘unassigned’ when a technician is disabled. This allows you to easily reassign them to a new technician, while preserving all previous information and correspondence.

Closed Tickets: These will remain accessible under the disabled technician’s name, ensuring full visibility into past work.

We’ve also introduced a new popup alert before disabling, that will notify you of the status changes so there are no surprises!

Remember, only admins can manage this process, and it’s available across all plans :) 

For more details on assigning, editing, and disabling technicians, be sure to check out our Knowledge Base article.

Thanks for being part of our community and helping us improve!

Tagged: