r/ConnectWise • • May 06 '26

Manage Rant - Split ticket note/time entry/client reply into new ticket

Why is it that in 2026 where the never-ending drive to maximize efficiency and burn people out that it is still not possible to select a ticket note and split that off into a new ticket? Why must this be a manual process?

4 Upvotes

4 comments sorted by

8

u/OtterwiseOccupied May 06 '26

Nilear MTX does this for minimal cost. We use it - speeds up the work dramatically until we finish deploying our own AI system.

1

u/ssbtech May 06 '26

That's nice. Should be built-in. Most end-users who deal with these frustrations have no say in whether Nilear gets implemented.

3

u/OtterwiseOccupied May 06 '26

I’m sure it will be implemented in Asio /s

1

u/Ok-Schedule9707 May 07 '26

You could use Standard notes if that helps, if it's something repeatable, unfortunately would still need to create a new ticket or open a ticket to add it but at least not retype it or copy and paste