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Matthew Salas

Data ingresso 15 apr 2021

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Ultima attività 17 ago 2023

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Matthew Salas ha commentato,

Commento nella community Feedback - Reporting and analytics (Explore)

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

Visualizza commento · Data ultimo post: 17 ago 2023 · Matthew Salas

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Matthew Salas ha commentato,

Commento nella community Q&A - Objects, workspaces, and rules

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'?

Visualizza commento · Data ultimo post: 16 apr 2020 · Matthew Salas

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