Jul 24, 202410:22 AM - edited Jul 24, 202410:23 AM
Contributor
Do Ticket Tags update automatically?
SOLVE
Hi,
I have started using tags on my tickets for customers who begin a quote with us but don't complete it. The tags are determined by the quoted start date. For example, I have a tag for "Quoted Start Date = Today" and one for "Quoted Start Date = 1-3 Days."
If a ticket has a quoted start date in 2 days and is tagged "Quoted Start Date = 1-3 Days," will this tag automatically change to "Quoted Start Date = Today" when the quoted start date matches today's date?
This depends on the tag criteria that you have set up – could you please share a screenshot? If your "Quoted Start Date = 1-3 Days" tag, for example, filters for the date property value being more less than 3 days from now but more than 1 day from now, then yes, it will automatically appear according to these criteria.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This depends on the tag criteria that you have set up – could you please share a screenshot? If your "Quoted Start Date = 1-3 Days" tag, for example, filters for the date property value being more less than 3 days from now but more than 1 day from now, then yes, it will automatically appear according to these criteria.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer