[Community Thoughts] How do you handle customer approval?Respondida
Looking for Community Thoughts on How you handle Customer Approvals
We are looking at trying to implement a more automated request approval process for some of our tickets. Specifically, we do support work and development work. Where development work must first be approved by someone authorized to approve development work (there could be a group of individuals allowed to authorize)(to keep this simple at least first we only intend on requiring a single individual to approve work). So we want to know:
How do you handle customer approvals? How do you make sure an approval request goes to the correct individuals? How do you update the ticket once approval has been given? How do you make sure work is not completed until approval has been given? Do you use any apps or integrations?
- Development Work
- Support Work
- Use of unallocated/allocated hours
We recommend using the Approvals app in the marketplace by SweetHawk.
It allows you to set up automatic approval workflows, also manual approvals where required. When an approval is received back its clearly visible on the ticket if it was approved or rejected etc.
Short of using this app, you could look at using a combination of custom drop-down fields to manage the approval lifecycle. It wouldn't be anywhere near as nice compared to using this app, however, it can be done.
Hope this helps. :)
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