Tickets & Conversations

bdermoum
Contributor

Edit contacts in the conversation right sidebar

SOLVE

Hello

 

Since the conversation view changed to the Help Desk environment (which is very good), we can't edit the contacts directly in the right sidebar, as before (now it's a card type thing).

 

It was very useful, especially for instance to upldate the language of the user when a new ticket entered. To have to get out of the conversation window to do it is a literal waste of time and my team doesn't update the contacts anymore, as it is so time consuming.

 

Is there any plan to go back to being able to do this ?

 

Thank you

1 Accepted solution
kennedyp
Solution
Community Manager
Community Manager

Edit contacts in the conversation right sidebar

SOLVE

Hey @bdermoum --thanks for your post! 

 

I can totally understand that having to navigate away from HelpDesk to make contact changes can be laborious. I did notice that while the contact card has changed, you can still adjust contact properties on the same page by using the preview button: 

 

 

Would this be a useful alternative in the meantime? I am not aware of any plan to change this, but I encourage you to consider creating a post on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

 

Best, 
Kennedy


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !

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0 Upvotes
2 Replies 2
kennedyp
Solution
Community Manager
Community Manager

Edit contacts in the conversation right sidebar

SOLVE

Hey @bdermoum --thanks for your post! 

 

I can totally understand that having to navigate away from HelpDesk to make contact changes can be laborious. I did notice that while the contact card has changed, you can still adjust contact properties on the same page by using the preview button: 

 

 

Would this be a useful alternative in the meantime? I am not aware of any plan to change this, but I encourage you to consider creating a post on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

 

Best, 
Kennedy


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes
bdermoum
Contributor

Edit contacts in the conversation right sidebar

SOLVE

Yep ! I didn't see the preview option. This does the trick, thanks !