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Ability to create a Group of Organizations in Support
Publicado 08 de mar. de 2021
In our CS team, we have 3 small teams and many members. Each team member handles a set of clients, and creating triggers for each member is quite a hectic task as I need to add each organization to the trigger manually one by one.
It would be nice to be able to create groups of orgs just like we are able to do it for agents. This has many other use cases and would be a very good feature to save time and improve efficiency while creating business rules.
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Dan Ross
Hey Subodh,
You can do this with a custom dropdown field or tags on the org. Any tickets made under that org will then inherit the tag (or tags) and can then be used as criteria to route tickets to views or agents without needing to micromanage a trigger. You could then also report on all the unique orgs that had tickets with a given custom field or tag value.
Hope that helps!
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