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Adding a user note that is visible for agents



Posted Sep 05, 2022

Hello, I was wondering how can we add a not for a specific user, where agents can view it when handling different tickets related to the same user.

for Example, I want to label a specific user as a "fraud user" and I need this note to appear for all agents who are handling tickets coming from this user, but I need the message to be visible to them once they open the ticket.


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1 comment

You could add a custom field to the Contact to indicate the type of user, then have a trigger that posts an internal comment when a ticket is received from that contact.

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