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Matthew Salas
Joined Apr 15, 2021
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Last activity Aug 17, 2023
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Latest activity by Matthew Salas
Matthew Salas commented,
I agree with Carmelo Rigatuso
There is similar functionality with the attribute followup_id for tracking and "linking" the follow up ticket created from a closed (archived) ticket.
I understand that there will be more involved, but it is critical to have this in place for audits (ie.Child ticket is not created when it should have) as well as overall performance monitoring
View comment · Posted Aug 17, 2023 · Matthew Salas
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Matthew Salas commented,
Hello,
Is there a way to accomplish this within the agent screen?
Use case: We have different payment programs for our customers depending on specific criteria. We have these broken down in a tree style with yes or no drop downs and there is a chance the customer may not be eligible for that particular program.
Is there a way to display a message to an agent that would say 'Customer not eligible, please select a different program'?
View comment · Posted Apr 16, 2020 · Matthew Salas
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