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eliza6's avatar
eliza6
New Member
10 years ago

flagging VIP customers

I need to flag certain incidents which come in from managers, heads of departments, etc. If I have a new starter on a helpdesk, I hardly want him/her to remember the VIP customer by heart right away. If an incident is somehow highlighted in the queue, it would solve all of my problems. I tried with triggers to prepend title: ***VIP*** but it adds it each time I update an incident. Any ideas?
Question
  • Joshua Davidson's avatar
    Joshua Davidson
    Active Contributor
    10 years ago
    Hi,

    This is the way to do it so that it doesn't add ***VIP*** every time you update, but you'd have to create a separate trigger for each VIP:

    When:
    Customer is "name"
    Created/Updated is Created
    All of these rules must be met

    What:
    Prepend title with ***VIP***
  • Eric Jackson's avatar
    Eric Jackson
    New Member
    10 years ago
    You could use the Notes section under Additional Details in the customer section.  Those notes will appear when the User clicks on the customer in the dashboard.
  • eliza6's avatar
    eliza6
    New Member
    10 years ago
    Joshua, finally found time to test your solution and it works perfectly. Thank you