Tips, Tricks & Best Practices

OAlterescu
メンバー

Customer portal question

解決

New to HS, have a customer portal running but something is bothering me.

 

When a customer gets into his ticket he can see only the last interaction.
I would like to see the entire communication, but I can't find a way to set it up.
Anyone can help?

Omer

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Jnix284
解決策
殿堂入り

Customer portal question

解決

@OAlterescu agree that there should be full visibility, I recommend adding the idea here for the product managers to consider.

 

With Customer Portal being so new, I see a lot of opportunity for improvement and providing early feedback is a great way to influence the direction of the capabilities.

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

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KarenP
参加者

Customer portal question

解決

This is exactly the problem that we are currently dealing with - with a lot of angry clients.  They can only see the replies to their tickets and not the original submission details. 

This means for those users who are looking at all of the tickets for the organization, and especially for tickets started by other staff on their team, they have no idea what started the whole ticket as they can only see the reply.  

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Jnix284
殿堂入り

Customer portal question

解決

@OAlterescu I'm happy to help with your question about seeing the entire conversation for the ticket.

 

As long as the conversation is in the same thread, the entire conversation will be visible in the customer portal.

 

If you have more than one conversation associated to the same ticket, only the most recent is visible.

 

From the HubSpot Knowledge Base regarding Customer Portal configuration:

Jnix284_0-1695137848976.png

 

Are you experiencing a different behavior?

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
OAlterescu
メンバー

Customer portal question

解決
Thanks for the reply

When I change the status from only open and Close to allowing others, in
some cases I have the option to see all the interactions in the portal.
But in general, if the portal is the way for the customer to manage the
tickets for himself i would think he should be able to see everything and
not just the last thread, keeping everything in the same email thread seems
to be a little annoying 🙂
Jnix284
解決策
殿堂入り

Customer portal question

解決

@OAlterescu agree that there should be full visibility, I recommend adding the idea here for the product managers to consider.

 

With Customer Portal being so new, I see a lot of opportunity for improvement and providing early feedback is a great way to influence the direction of the capabilities.

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 いいね!
DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Customer portal question

解決

Hi @OAlterescu,

 

Thank you for your inquiry.

 

I'd like to involve some of our experts in the conversation to review whether they have any suggestions for you or if they have encountered a similar case in their experience and how they resolved it.

 

Hi @Lucila-Andimol, @Gilempert, @JuanGomez0818. Do any of you happen to have any suggestions for @OAlterescu?

 

Thank you all for your contributions.

 

Best regards,

Diana


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