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Paul

参加日2021年10月16日

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前回のアクティビティ2021年10月22日

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Paulさんがコメントを作成しました:

コミュニティのコメント Feedback - Ticketing system (Support)

We still really need this feature as this is a consistent manual task for us. 

The email channel dictates where the customer found us and in particular for us dictates their geographical area.  Their geographical area dictates their pricing. 

We would use this feature to instantly assign an organisation to depending on where they sent the email. 

We also run lists based off of organisation.  I will not hide that as this is currently a manual task that sometimes the organisation is missed which leaves people out of our mailchimp lists and can also result in miscommunication around pricing due to the channel they used. 

コメントを表示 · 投稿日時:2018年1月03日 · Paul

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Paulさんがコメントを作成しました:

コミュニティのコメント Feedback - Ticketing system (Support)

Very much echoing the above our main interest would be to give a user an organisation based on the email address that their request comes in on.  This would allow us to direct and order the enquiry in the best way.  Right now we have to manually select an organisation based on where the email comes from.

As a secondary feature we also use custom fields in an organisation to populate fields within a macro. 

This gives us the benefit of having one macro that can populate fields based on the organisation (and what we have in those organisation custom fields- which are different company names, website and phone number )  One such macro is the agent signature.  We have one signature macro that signs off based on the organisation on the end user file.  

Any questions around this please let me know as it would be great to have this feature saving us repeating what is currently a manual task. 

コメントを表示 · 投稿日時:2017年6月24日 · Paul

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