Hello. I am not sure this is something that can be accomplished and would break the ticketing system concept. So I am currently using TickTick task manager to keep track of tasks I need to perform for customers. It does work well for what I am using it for but I would like to consolidate it with something like Freshdesk and a ticketing system. So here is the deal. I have several customers and for each one I manage a list of tasks that I need to perform for them at some point in the future. There is no SLA or anything like that. It is simple a task that at some point I need to perform for them. It could be months into the future but I want to know it is there. In this case I do not want the customer to get emails about the ticket, etc. I guess it is more of an internal ticket to me alone BUT for a specific customer and not just a generic todo. And the nice thing about ticktick is that I can see a list of these tasks via a single pane of glass.
So how would Freshdesk handle such a work flow? Would I create internal tickets with a “pending status”? And if so how would they be internal since I need to assign them to a customer. Wouldn’t they receive a notification of a ticket?
It would be REALLY cool if we could create tasks like this by COMPANY. For instance at each company I have several contacts. I often want to keep track of tasks for the company as a whole with no specific contact at the company. And at some point it might actually become an OPEN ticket. How could I accomplish this? It seems like all tickets are tied to a specific email address and the domain is used to tie in contacts to the company.
Maybe this is not possible? How are others doing it?