Two associated company's

lösung
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Berater/-in

Hi when creating service ticket sometimes there is more then one company associated with that ticket.

 

Is it possible to associate more then one company to a ticket?

 

This is possible with contacts but i cant figure out if i can add another company to a single ticket.

1 Akzeptierte Lösung

Akzeptierte Lösungen
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Stratege/-in

I noticed by accident that by going to the entry on the timeline, you can add multiple companies & contacts:

2019-02-27_21-58-37.jpg

 

Maybe the right-side column of the UI needs to reflect this better?

10 Antworten
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Community-Manager/-in

Hi @Halli,

 

Currently a ticket can only be associated with one company when creating the ticket. See solution for workaround.

 

Thank you,

Jenny


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Highlighted
Stratege/-in

I noticed by accident that by going to the entry on the timeline, you can add multiple companies & contacts:

2019-02-27_21-58-37.jpg

 

Maybe the right-side column of the UI needs to reflect this better?

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Berater/-in

Very nice! this could do for now

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Sachkundiger/ Sachkundige

Hi!

 

This work around is not good enough for our use. We need to be able to add several companies to one ticket. All of our tickets include minimum two companies so we need there to be an "add company" button in the ticket even though there is allready a company associated with the ticket. The work around mentioned here seems to only be working with a note or a conversation within the ticket.

 

image.png

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Stratege/-in

You're right - the workaround was only ever a poor substitute for doing it right 😉

 

I'm sure they intended it to be a feature - it actually says "Company (1)" - just like "Contacts (2)" - the bracketed number indicates the number of contacts. 

 

If the number of companies was only supposed to be one, then why clutter the UI with a number?

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Sachkundiger/ Sachkundige

Word!

 

Hopefully they have started some work, since as you say Peter, it seems like it is intended

 

Hubspot? When will this be available?

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Mitwirkender/ Mitwirkende

Totally agree with this or the ability to split tickets so that I can tie an issue with multiple companies.

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Berater/-in

We would like this too. we have a pipeline for enhancement requests to our product that we want to associate multiple companies with. 

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Berater/-in

Have you seen any updates or additional workarounds for this?  It seems like the ability to link a supplier (Company) or Vendor (Company) with a ticket is a really common need.  How are others solving this?

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Community-Manager/-in

Hello @adamhoyt 

 

I was able to find this similar idea posted in our Ideas Forum here.

My suggestion is to please leave your upvote in the idea and share your comment there if you would like as well.

 

Thank you.

Pam


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