Aug 17, 202311:02 AM - edited Aug 17, 202311:05 AM
Participant
Customer Portal - Multiple Threads on Ticket
"To verify which conversations will appear in the customer portal, use the Conversations card in the ticket record's right sidebar. If multiple conversation threads are associated with a ticket, only the most recent thread will appear in the customer portal."
The portal is deeply flawed with this behaviour. Having chunks of conversation and information vanish for the customer isnt exactly helpful and makes the portal more dangerous than useful.
I'd recommend supporting the Idea with an upvote and explaining your use case in the comments.
Our product team uses that forum to collect ideas on how we can improve the product for our customers.
Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable.
Has anyone identified a workaround for this? Presently for tickets with multiple conversations (more than one) I have:
Targeted the original conversation as a base - customer have expressed that it is important to them that they have visibility to the original submission Trashed all conversations associated with the ticket
Gone into the conversations trash and taken a screenshot (or copy and paste) the "trashed" conversations/threads
Replied in the remaining thread with the C&P'd infor and or the screenshot.
I have very much the same problem in early setup of the portal - original ticket data can be seen when no response has been made. But as soon as an email is sent, the original ticket record vanishes and all I see is the email trail. This is related to work on account 20646593.
I'd like to be able to report/respond in the beta program forums but seem unable to raise a ticket in that board, even though I can see existing discussions.
I understand that you would like the ability to see all the threads to a ticket within the Contact record. Do you mind clarifying a bit further by what you mean when 'someone opens a new thread in a ticket, the previous thread disappears' ? If you could send over a screenshot of what you are seeing currently then the Community can have a better understanding. This will allow us to see if we can find a solution or workaround (hopefully).