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Christa Knox's Avatar

Christa Knox

Joined Aug 01, 2023

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Last activity Aug 01, 2023

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ACTIVITY OVERVIEW

Latest activity by Christa Knox

Christa Knox created a post,

Post Feedback - Ticketing system (Support)

Feature Request Summary: Allow an Admin to add columns to the Organizations List based on chosen Custom Organization Fields.

Use Case: We have several custom fields in Organizations which would be helpful to see when viewing the Organizations list. Things like "Account Manager" and "Customer Health" and "Status" (Active, Implementation, Inactive, Recent Go Live) are current custom organization fields. If these were shown in the Organization List, I could have an Account Manager filter this list to just their Organizations and show them things such as the current Customer Health or if the Organization is Active or still in Implementation.

Business Impact of Limitation: In lieu of this feature, I have to create various tickets that show in various views (such as All Organizations in Implementation or Customer Health tickets). I shouldn't have to create tickets to house these types of data points within a ticket - it generates an unnecessary amount of tickets and data can easily become out of sync between a ticket and the organization field.

For example if I change the Customer Health in the Customer Health Ticket, I must also change it in the Organization Field or vise versa. My Views are already numerous, even with the use of Groups, most agents can't even get to all their views.

Even so, these items are not "tickets" - they shouldn't have to stay in a forever on-hold status just because we have no good way of displaying these organizational fields in the Organization list.

Posted Aug 01, 2023 · Christa Knox

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