Tickets & Conversations

NDiouf
Membre

Modify Ticket Categories

Résolue

Hello, 

If I delete the existing ticket categories and add new ones, then re-categorize all the tickets. Does this have an impact on other hubspot services (lead, sales, contact), if so, which one?

Thanks in advance. 

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Modify Ticket Categories

Résolue

Hi @NDiouf,

 

Unless you've customized anything, no, you can safely change these categories. If there are assets referring to this property, you can see it in the 'Used in' tab of the property editor.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

5 Réponses
Jerdaine_digita
Contributeur

Modify Ticket Categories

Résolue

Deleting and adding new categories for tickets in Hubspot will not have an impact on leads, sales, or contacts. However, re-categorizing all the tickets may affect any automated workflows or reporting that is based on the original categories. It is important to test and verify that all integrations and workflows are still functioning correctly after making changes to the categories.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Modify Ticket Categories

Résolue

Hi @NDiouf,

 

Unless you've customized anything, no, you can safely change these categories. If there are assets referring to this property, you can see it in the 'Used in' tab of the property editor.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

NDiouf
Membre

Modify Ticket Categories

Résolue

Hi, thank you Karsten for your help. 

 

Have a nice day!

0 Votes
Jerdaine_digita
Contributeur

Modify Ticket Categories

Résolue

Yes, that is correct. Changing ticket categories in Hubspot will not have an impact on leads, sales, or contacts, unless you have customized something. It is important to check the 'Used in' tab of the property editor to see if any assets are referring to the property before making changes. Additionally, it is a good idea to test and verify that all integrations and workflows are still functioning correctly after making changes to the categories.

0 Votes
NDiouf
Membre

Modify Ticket Categories

Résolue

Hi, thank you Jerdaine for your help. 

 

Have a nice day!

0 Votes