HubSpot Ideas

AlaynaNelson

Customizable Ticket Category Property Depending on Conversations Inbox/Ticket Pipeline

HubSpot recently launched some properties in the conversations inbox that can be  used for filtering purposes which is VERY COOL and useful. 

 

One thing I wish was possible is customizing the Category property at the top of each conversation because each inbox/ticket pipeline is going to have different use cases and needs  so a universal ticket Category property will not always be helpful. The  categories a tech support team  would find helpful might be irrelevant to a customer service team. I'd love to see this solved  in one of two ways: 

  1. Keep the one master property, but create a setting in each conversations inbox and ticket pipeline that allows you to select  which options are visible for that pipeline to use. The property might contain 100 options,  but  only 10 are visible for pipeline a and a different 10 are visible for pipeline b. Then the data is stored in a standardized  and centralized location but it isn't cumbersome for a team to sift through to find the relevant categories for their needs.
  2. Allow us to customize which fields show up at the top and allow folks to  make custom  category properties for each ticket pipeline/conversations inbox. I like this option a little less because data would be split across multiple properties but it still achieves the goal of showing reps only the relevant fields they need. 

 

Current Solution: For now,  we are just going to make the category property super general so that all teams across all inboxes and ticket pipelines can use it instead of them having to ignore the property because it's not relevant. Then, we will create custom  ticket properties for each of the specific inboxes/ticket pipelines and teams to  select a sub category that is more specific/relevant to their team. If you have other solutions/ideas that are better than this, I'm all ears. 

1 Reply
CHoover760
Member

Using the conditions part of the field properties, you should be able to make a category list of all your categories, but then only have select categories appear based on other field values. Below is an example of us creating a "Sub Cateogry" field that displays options based on what "Category" was selected. 

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