Assign Ticket Owner to Associated Conversation

Herschel

Issue: Tickets Owner and associated Conversation Assignee are not linked.

 

Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate this, we have the Conversations Inbox set to unassigned for new incoming messages. We also have it set to automatically create new tickets, which also have the ticket owner as unassigned. If a support rep claims a Ticket they set themselves as the owner, BUT the associated Conversation is still shown as unassigned.

 

As a result it diminishes our team's ability to work out of both the Ticket and Conversation areas concurrently, as ownership of something in one area is not reflected in the other. This reduces the usefulness of the Conversations Inbox.

 

Solution: When an unowned Ticket (automatically created from a new Conversation) has it's owner set, also assign the associated Conversation to the same user.

62 Replies
jdemello
HubSpot Product Team

Help desk is now available to all Service Hub Pro and Enterprise subscriptions, so this request has officially been delivered.

mscruse
Member

That's a bit of a poor effort. What about the other people on Starter who pay good money, yet this basic function that should have been there from the beginning miss out? You really shouldn't be proud that it took you 5 years to implement this.