Create monthly support task to clear free fields
Create monthly support task to clear free fields
Your monthly free-field entries can accumulate stale values that skew exports and reports. A scheduled support ticket prompts agents to clear fields and confirm before monthly reports.
Overview
Stale free-field values frequently break exports and force manual follow-ups; this flow creates a ready ticket on the 2nd of every month so your program coordinators and agents get a single task to clear those fields. That means fewer missed cleanups and reliable data before monthly reporting windows.