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Editing customer name - why have we made this so much more difficult?

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Matt

Data ultimo post: 08 nov 2022

So in the previous version of the ticket system, you'd just click on the customer name or whatever got pulled in from the e-mail system name field and change it.

 

Now it's a 3 step click click click process to get to the area where the name can be changed.

Why are we taking away things that weren't broken before?

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    Konstantin

    What version are you describing, as the Enterprise Plan (now referred to as the "Suite Professional") version hasn't changed; The methods we still see for making changes to a user's profile are:

    • Search for name or email, click on user, edit profile details
      OR
    • In a ticket, click on User tab, edit profile details

    Granted, the individual making the changes needs to have the correct Role permissions configured, but that is it.

    ~Konstantin

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    image avatar

    Matt

    In the Agent Workspace.... exactly, it's click the user tab, edit profile details.  Before it was just click the user tab and change the name.

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