Profil

andrew123
Participant
Membre depuis ‎nov. 17, 2020
  • Solutions
    0
  • Réponses
    4
  • Mentions J'aime ajoutées
    47
  • Mentions J'aime obtenues
    18
  • Idées
    3

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Activité

nia_fru le Septembre 17, 2020
Often, Tickets need to be resolved over a screenshare, and Meetings have been invaluable in making that easier. However, when the Meeting is booked, it ends up only associated with the Company and the Contact. If working off the Ticket alone, as mos Lire la suite
45 Mentions J'aime
17 Réponses
Participant
Octobre 22, 2024
This is a fantastic idea. To keep good records, we need the meetings to appear in the ticket activity, but I can't expect my service reps to manu...Lire la suite
rjonesSolaria le Décembre 02, 2021
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si Lire la suite
334 Mentions J'aime
68 Réponses
Participant
Octobre 22, 2024
@DrAJ71 It's called "New Workflow Actions for Associations"
CaitlinRose le Mars 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated Lire la suite
375 Mentions J'aime
68 Réponses
Participant
Octobre 22, 2024
Please add this. My team needs to associate contacts with a ticket when we send them an email from the ticket's conversation. I think it'd be...Lire la suite
andrew123 le Juillet 29, 2024
When using the "Content Rich" template for the Knowledge Base home page, each category shows an icon and title, but clicking them does nothing. To browse all the articles in a category, users have to scroll down and click a tiny "See all article Lire la suite
0 Mention J'aime
0 Réponse
Michance le Novembre 18, 2021
Why can't I view all customer Support Tickets from within a Support Ticket? Imagine a world: you respond to a Support Ticket, update the Status to Closed and voila! Another customer made happy from your fast response. Then you go back to your Lire la suite
8 Mentions J'aime
5 Réponses
Participant
Juillet 18, 2024
This would be incredibly helpful for spotting duplicate tickets, and for getting context about the customer's history with our support team. We can...Lire la suite
03874 le Avril 09, 2024
Currently there's no easy way to see all the tickets connected to a contact from the ticket view in help desk. This would be helpful in: 1) identifying related/past issues 2) identifying duplicates created from new threads
7 Mentions J'aime
6 Réponses
Participant
Juillet 18, 2024
Yes please! It's essential for spotting duplicates and getting context. It's been "In Planning" for 3 months, though, which is discouraging. What...Lire la suite
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