Description:

We’ve made it easier for you to build and view Summary Tickets:

• New Option: “Attachment Type”
  When summarizing tickets, you’ll now see a new dropdown called “Attachment Type”. You’ll find it under the “List Each Line Item Individually” option. This gives you more control over how your attachments appear in the summary.
• Clickable Summary Ticket Link in the Pop-up
  After you create a summary, you’ll see a message that says something like:
  “Tickets summary [LINK] built”
  You can now click the link to instantly open the Summary Ticket – no need to search for it.

What You’ll See:

1. Select a few tickets and click [Summarize Tickets].
2. Choose your options (including the new “Attachment Type”) and click [Save].
3. A pop-up message appears showing:
   • The Customer and Total
   • A clickable Summary Ticket link
   • [OK] and [X] buttons
4. Click the link to open the ticket — the message will still be there when you return.
5. When done, close the message using [OK] or [X].

These updates make it faster and easier to create and review your Summary Tickets.