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AaronBoatin
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Member since ‎Apr 3, 2017
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  • Upvotes Given
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Aaron Boatin

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Monjogard on February 02, 2021
Field dependencies in Playbooks
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
Reply Idea Playbooks
98 upvotes
29 Replies
AaronBoatin
Contributor
November 28, 2023
Totally agree with this idea. Having branches and conditional formatting would allow us to not have to build out multiple playbooks, instead a 'Mega ...read more
ElSpeedbumpo on September 11, 2019
Ticket Owner automation
It would be very beneficial to have the option within Ticket workflows to have a Ticket Owner auto assigned to the person who closes that ticket or even changes the status. Reasoning for this is my team works at different times, and in different read more
Reply Idea Tickets
85 upvotes
28 Replies
AaronBoatin
Contributor
November 09, 2023
@AndyPitre Please look at how easy this is in Zendesk. I know the team has the ability to make this happen. (Also, this idea too 😊 )
mmaddux on September 14, 2018
Associate Deal with Ticket via Workflow
We are automatically creating tickets based on contact data associated with a deal. Ideally, we would be able to associate the deal with the ticket we created via a workflow through this automation.
Reply Idea Deals Tickets Workflows
69 upvotes
20 Replies
AaronBoatin
Contributor
October 05, 2023
This would be fantastic addition!
CarlosRdz on August 25, 2019
Ability to see if an agent is working on a ticket
We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen read more
Reply Idea Tickets
87 upvotes
44 Replies
AaronBoatin
Contributor
October 05, 2023
@AndyPitre - if it is visible in the Conversations Inbox, why not copy the code to the ticket view? 🙂
ElSpeedbumpo on September 11, 2019
Ticket Owner automation
It would be very beneficial to have the option within Ticket workflows to have a Ticket Owner auto assigned to the person who closes that ticket or even changes the status. Reasoning for this is my team works at different times, and in different read more
Reply Idea Tickets
85 upvotes
28 Replies
AaronBoatin
Contributor
November 09, 2023
@AndyPitre Please look at how easy this is in Zendesk. I know the team has the ability to make this happen. (Also, this idea too 😊 )
AaronBoatin on September 24, 2023
Visual notification when others are viewing same ticket in ServiceHub
We want to transition from Zendesk to ServiceHub and noticed that ServiceHub doesn't show when other members of our team are in a ticket like Zendesk does. This is important because we work tickets as a team (not assigning to an individual unt read more
Reply Idea Tickets User Notifications
5 upvotes
3 Replies
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