Files
itflow/admin
..
Canned responses stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated
2026-10-18 15:36:00 -04:00
2026-10-08 17:12:21 -04:00
2026-10-19 00:13:28 -04:00
Document templates stage 4, export, import, starter pack and report: Admin > Document Templates gets a menu beside New with Import, Export, the report and the starter pack, and each template page gets an Export link; the file carries each template's summary, its text with images embedded, its fill-ins and review interval, leaving who should have one to each install; importing a template already there by name can leave it, add the file's copy alongside or replace it (keeping its documents and who should have one), new ones come in required of no one, content goes through the HTML purifier, and images that only point at the other install's uploads are left out with the message saying how many; the MSP starter pack is rebuilt as 14 templates (Asset Inventory and Vendors and Escalation new) that fill in from the client, pull in its sites, networks, equipment, servers, domains, licenses, vendors and contacts as tables, ask for the rest with typed fill-ins, set 6 or 12 month reviews on the ones that go stale, and are required of no one out of the box; Update on Starter Content now covers document templates, bringing older starter templates up to the new versions while keeping their documents and who should have one; new Document Templates report under Clients & Documentation by template (documents made in the period against the period before, current documents, clients with one, coverage of the clients it is required of, documents due a review) and by client (what each should have, has and is missing, and documents due), filtered by client or by the agent who made them, each table exportable as CSV, and client-restricted users seeing only their clients; no database change; changelog updated
2026-10-18 19:50:42 -04:00
…
Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated
2026-10-17 23:26:25 -04:00
2026-08-06 19:18:34 -04:00
2026-10-19 00:13:28 -04:00
2026-10-08 17:12:21 -04:00
2026-10-19 00:13:28 -04:00