Vellox Ideas Portal
Currently you have to right click on a ticket and scroll to the middle of all the Action options to open the Show Intake Screen. Requesting a button on the request ticket to open the call intake form to reduce the steps taken to pull up the form (depicted by the red box in the screenshot)
I have added CAD-5709 to our backlog and will proceed with the development planning discussion as next steps.
Title: Add “Intake” button on Request ticket
Problem: Opening the Intake screen today requires right-clicking and hunting for the “Show Intake Screen” action.
Solution: Add a visible Intake button in the Request ticket footer actions row. Clicking it opens the configured Intake screen (either Workflow or Fields). If Intake is not enabled, the button won’t appear.
Benefits
Fewer clicks and faster access to Intake
Clear, consistent placement in the footer actions row
Automatically respects existing configuration
Thank you for sharing your idea. The use case you outlined is clear and aligns with identified needs. We will retain this item in our backlog and take it into account during future release planning.
~Susan
Thank you for submitting your idea. We will discuss adding this functionality to the CADs.
Susan