Banner Alert for Organisations

3 Comments

  • Carsten Falborg
    Comment actions Permalink

    Hi Richard

    The User Data App will display any information you add to either the user page or the organization page right on the ticket. It will require the agent to have the app open to see the information though.

    I seem to remember seeing an app that will display i kind of warning like you describe, but i can't seem to find it. Let you know if i do.

    0
  • Richard Ward
    Comment actions Permalink

    Hi Carsten,

    Thanks for the reply. We have the User Data App, but as you say, relies on the Agent having it open to see the message, and pick it out from the other information there.

    Had a good look through the Marketplace, but nothing is jumping out, but let me know if you find anything.

    Thanks,

    0
  • Carsten Falborg
    Comment actions Permalink

    One workaround could be to create an automated workflow (this will only work for something like in your example "transfer to accounts").

    Create a trigger that acts on a specific tag and send it to the accounts team automatically.

    0

Please sign in to leave a comment.

Powered by Zendesk