Who: Service Hub - Support tickets
What is the goal?: To be alerted of important information before proceeding with a service.
Added Value: Alert stakeholders of busniess critical infomation
The Idea: We need warning messages to pop-up when creating tickets to warn the person working on the ticket of pertinent information. This could be things like, "Attention: This client is delinquent. Please require payment before proceeding!" or "This client has a balance that can be applied to their bill." or "This client does not have a subscription. All Support work is to be billable."
If we can’t have a pop-up, then a pinned message within each ticket for that client would show up at the top of that ticket where we could see it.
This pop-up or pinned message can be set to expire at a certain time, appear in certain places, always appear, etc.
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