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Forum Discussion
How do I default a Customer as a "Priority Customer"?
Hi,
Question as per title. I see how "Priority Customer" can be assigned every time you create an incident (using the drop-down) in the 'Incident Details' menu, but how do I set up a Customer record (or even better, all the 'Customers' underneath a specific 'Company') so that when a new incident is created for that Customer/Company, the "Priority Customer" flag is automatically set to "Yes"?
This would be very useful - for example I could then create a report to pull out all the open incidents associated with "Priority Customers".
Thank you in advance,
Garrett
Question as per title. I see how "Priority Customer" can be assigned every time you create an incident (using the drop-down) in the 'Incident Details' menu, but how do I set up a Customer record (or even better, all the 'Customers' underneath a specific 'Company') so that when a new incident is created for that Customer/Company, the "Priority Customer" flag is automatically set to "Yes"?
This would be very useful - for example I could then create a report to pull out all the open incidents associated with "Priority Customers".
Thank you in advance,
Garrett
4 Replies
- Sounds good Mary, thanks.
- I have a trigger setup for our call center agents when those specific customers create tickets they get assigned a higher priority and it Prepends the incident title with "Call Center Agent - " so our technicians quickly recognize them and know to treat their tickets with a sense of urgency.
- Absolutely spot on! Thanks a million Jan.
- You can set up a trigger that will automatically set the priority for any incident created or submitted by or for that customer.
