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DNeal32 en Abril 18, 2024
I see in the original version, when you create a ticket in "Service", the side panel opens up, and when you click on "Create" it will go straight into the ticket in full screen view. If I use Helpdesk in Beta version to create a ticket, when I Leer más
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0 Respuestas
CSic en Abril 17, 2024
I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone Leer más
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0 Respuestas
ASahin en Abril 17, 2024
Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& Leer más
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1 Respuestas
Colaborador líder | Partner
Abril 17, 2024 10:02
Hi @ASahin , I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to...Leer más
PrabinS en Abril 12, 2024
The ticket and company association gets removed via API integration(whenever we update the ticket in hubspot when it is updated in our system) although we have not written any association archiving logic in our side. Has any one got the same issue? Leer más
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1 Respuestas
Administrador de la comunidad
Abril 12, 2024 19:32
Hey @PrabinS , Happy Friday! In this case, I would recommend connecting with HubSpot Technical Support , as Support is included in your sub...Leer más
Resuelta
JJ9 en Abril 11, 2024
Hello there, I created workflow to change status of ticket in case customer reply to me. Here are the criteria: But after enrollment the close date is deleted. Can you give me a hint, what should I set diffen Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 10:45
Hi @JJ9 , The "Close date" will be emptied when a ticket is moved out of a status that is closed: If you want to keep the clos...Leer más
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ProvidaOrganics en Abril 11, 2024
Ich kann ein erstelltes Meetingformular nicht mehr löschen? Wo finde ich die Option?
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 05:39
@ProvidaOrganics das ist eine Limitation im kostenlosen CRM. Innerhalb der Lizenz gibt es da leider keinen Ausweg. Eine Option wäre, dass du ...Leer más
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Jenny26 en Abril 10, 2024
Hi everyone, Our technical support team is moving over from another chat support tool to using HubSpot Chat. The other tool allows for our support agents to see the chat visitor's browser type, device type, location, IP address, the website pag Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 00:23
Hi @Jenny26 , As far as I know, this is unfortunately not possible at this stage. You can however request this in the HubSpot Ideas section of...Leer más
KNguyen0 en Abril 10, 2024
Hi All, We use templates to initialise conversations with our clients. Some clients require different information so we created multiple templates to accommodate this. Is there a way to link this template to certain NSIDs or clients? Ju Leer más
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3 Respuestas
Colaborador líder
Abril 15, 2024 15:16
Hi @KNguyen0 , Have you tried using personalization tokens? Here's a help article explaining how to use them: https://knowledge.hubspot.com/c...Leer más
AONeal en Abril 01, 2024
  How do I remove Pro Jump Jones Off the From box ?
1 Me gusta
1 Respuestas
Asesor destacado | Partner nivel Diamond
Abril 02, 2024 04:37
Hey @AONeal Usually, HubSpot fetches these details from the sender's name you can manage your user profile and preferences and change the na...Leer más
rockzau en Marzo 28, 2024
It is possible to route a chatbot to a livechat. How do I set that up. We want to route the chats to specific teams based on the type of issues that our client has, ex: payment issues, booking issues, transportation questions, etc. How do I set thi Leer más
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2 Respuestas
Miembro
Marzo 29, 2024 15:51
Hi Pam, Thank you for this information? Are you able to do this with a chat bot? So the chatbot does the initial communication and then sends it...Leer más
SarahHerbage en Marzo 28, 2024
I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of thes Leer más
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3 Respuestas
Miembro del salón de la fama | Partner
Abril 02, 2024 01:04
@SarahHerbage I'm not aware of conditional options for the middle section, no.
Resuelta
skylightipv en Marzo 28, 2024
Hi, In settings I can go to my customer portal and edit the colouring of my Ticket Listing and Detail page. But how do I edit the Create Ticket page so that I have more than these four fields? It's hardly useful for a user to create a ticket i Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 28, 2024 06:01
Hi @skylightipv , You should find this form under Settings > Website > Customer portal > tab Template > scroll down to Co...Leer más
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