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Organizing groups per brand
Posted Oct 09, 2024
Hi,
Our company has three distinct financial groups, each aligned with a specific business vertical. I am looking for a way to organize and manage these groups effectively. Does anyone have suggestions on how to structure this? Each group has distints agents.
For example
Vertical 1::Financial
Vertical 1::Contracts
Vertical 2::Financial
Vertical 2::Contracts
I don’t need to limit the view of the groups, because everyone should be able to create tickets to all groups. I am using enterprise plan. Our consultant says the best way is to put a prefix like “[Vertical 1] Financial” but it fells way to messy.
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1 comment
Elaine
Thank you for reaching out and sharing your requirements regarding the organization of your financial groups in Zendesk.
To effectively manage and structure the three distinct financial groups you mentioned, you might consider creating a naming convention that clearly identifies each group while minimizing clutter. Using prefixes like “[Vertical 1] Financial” is indeed a practical approach, even if it feels a bit messy. This way, agents can easily recognize the relevant group when creating tickets.
Additionally, you may explore the use of tags to categorize tickets efficiently, which can help keep things organized without overwhelming the ticket view. This could allow everyone to create tickets for all groups while still maintaining clarity in ticket management.
I hope that helps!
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