topic Re: Modify Categories in Tickets & Conversations

Modify Ticket Categories

NDiouf — Fri, 20 Jan 2023 10:56:32 GMT

Hello,

If I delete the existing ticket categories and add new ones, then re-categorize all the tickets. Does this have an impact on other hubspot services (lead, sales, contact), if so, which one?

Thanks in advance.

Re: Modify Categories

karstenkoehler — Mon, 16 Jan 2023 11:22:46 GMT

Hi @NDiouf,

Unless you've customized anything, no, you can safely change these categories. If there are assets referring to this property, you can see it in the 'Used in' tab of the property editor.

Best regards!

Re: Modify Categories

Jerdaine_digita — Tue, 17 Jan 2023 13:41:41 GMT

Deleting and adding new categories for tickets in Hubspot will not have an impact on leads, sales, or contacts. However, re-categorizing all the tickets may affect any automated workflows or reporting that is based on the original categories. It is important to test and verify that all integrations and workflows are still functioning correctly after making changes to the categories.

Re: Modify Categories

Jerdaine_digita — Tue, 17 Jan 2023 13:44:07 GMT

Yes, that is correct. Changing ticket categories in Hubspot will not have an impact on leads, sales, or contacts, unless you have customized something. It is important to check the 'Used in' tab of the property editor to see if any assets are referring to the property before making changes. Additionally, it is a good idea to test and verify that all integrations and workflows are still functioning correctly after making changes to the categories.

Re: Modify Categories

NDiouf — Thu, 19 Jan 2023 08:07:59 GMT

Hi, thank you Karsten for your help.

Have a nice day!

Re: Modify Categories

NDiouf — Thu, 19 Jan 2023 08:08:40 GMT

Hi, thank you Jerdaine for your help.

Have a nice day!