Add 'Outstanding AR' as a Ticket Reason Option

πŸ” Problem Statement
As an admin managing corporate invoicing, I experience the Ticket creation form lacking an "Outstanding AR" reason type, which forces me to use incorrect generic reasons and prevents accurate collections tracking.

πŸ’‘ User Story
As an admin, I want to select "Outstanding AR" as a reason when creating a customer ticket, so that collections-related contacts are correctly categorized and reportable.

🎯 Definition of Done
- Given the Ticket creation form, when selecting a Reason, then "Outstanding AR" is available as an option.
- This change impacts the UI (Ticket creation form) and API (ticket reason type enum).
- Limitations: existing tickets are not retroactively updated; reason types are admin-configured.


What would you like to be able to do? (One idea per form): Pelcro allows us to create Tickets against a Customer record. In the ticket creation form, we would like to see if you can add a "Reason" value option of "Outstanding AR" How would that help you?: A large portion of our customers are large Corporate Site Licenses and these customers are sent an invoice instead of accepting payments by credit card. On a weekly basis, our AR team reaches out to these customers for any invoices that are past-due. They record their interactions and discussion with the customer in this ticket. Having a reason value of "Oustanding AR" as a reason for why our internal team member contacted the customer, it would help us in our reporting. How important is this to you?: Important Email address: mpatel@crain.com β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€” This task was submitted through Suggest an idea https://form.asana.com/?k=qsv6hMm2wL8SXD_R-h-N9Q&d=742417627358732

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Upvoters
Status

In Planning

Board
πŸ’‘

Pelcro Product

Tags

Product Board

Date

8 months ago

Author

Manish Patel

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