Recent searches
No recent searches
Tracking client requests when internal users submit on a client's behalf - Best Practices?
Posted Apr 05, 2022
Hi All,
We have scenarios where an internal consultant/account manager submits issues on behalf of their client. From a reporting standpoint, the organization shows as coming from our internal company, instead of the direct client. To get around this, I've added an "Account Name" custom ticket field that is populated with all our clients, that I manually populate, which our support agents have to fill out if we get an internal ticket submitted on behalf of a client. From there, I can perform additional reporting for client related tickets submitted by internal reps.
My problem is that keeping this "Account Name" field up to date is quite cumbersome, and time consuming, when clients come and go. Does anyone have any ideas on how to better manage this situation from a reporting standpoint, other than asking the internal rep to have the client submit to us directly?
Please note we also have "Agent Forwarding" enabled that automatically makes the client the requester, if an internal agent forwards an email from them into support, so that certainly helps.
2
1 comment
Andrew Lee
Hey Jimmy! Not sure if you ever got this question figured out, but helpful to put this out in public for the hivemind.
The best practice is to have "Account Name" be a custom ticket field of Lookup Relationship type. Once you do that, you can select the Organizations in Zendesk as the field values -
0