Forum Discussion

richie967's avatar
richie967
Active Contributor
6 years ago

Notifying more than one customer when an update is made

Hi,    I have recently started using Service desk. I have 4 users. and multiple companies with customers. I have two main questions with the system.   1. Assigning an incident to a different cust...
AshC's avatar
AshC
Retired GoTo Contributor
6 years ago

Hi Rich,

Welcome to the Community.

 

If you need to change an Incident to a different Customer, you may do this in the upper right of the Incident where it says Customer in Tile 1:

 

When you close an Incident, the original reporter will be notified by default.  You may also create Watchlists as needed for Incidents where multiple users are affected.  Then if a customer is granted access to a service, they become available to be added for selection as the customer for all incidents raised on the service.

 

Reference guide:  https://support.logmeininc.com/gotoassist-service-desk/help/create-incidents-g2asd060002

 

 

  • richie967's avatar
    richie967
    Active Contributor
    6 years ago

    Hi AshC,

     

    Thanks for the information, whilst it's important that a technician can change the customer on on an incident. It is very common that a customer needs to pass the incident to one of their colleagues. How do they do this?

     

    Also, regarding the watchlist, how do we automatically send a notification out to all customers in a company when a technician updates (NOT CLOSES) an incident?

     

    There is often more than one customer at the customers end working on the issue so it is important that all customers can see the update. This is causing issues now.

     

    Cheers, Rich

    • richie967's avatar
      richie967
      Active Contributor
      6 years ago

      BUMP

    • ryanLaportaSCG's avatar
      ryanLaportaSCG
      Active Contributor
      6 years ago

      Confused by what you mean by a customer passing an incident. 

       

      You can have techs re-assign tickets to other techs. Or as was posted by AshC the tech changes the customer. 

      Customers from my experience just open/close and edit incidents. Nothing more.

       

      For your watchlist question. You can create a trigger to add all employees to the watchlist and then they will always receive notifications. 

       

       

      • richie967's avatar
        richie967
        Active Contributor
        6 years ago

        Hi Ryan,

         

        When a customer raises an incident, we work on it, and may respond the the customer a week later. However sometimes the customer who raised the incident will miss the reply as the customer is on annual leave etc. So we want to be able to send updates about to all customers for that company. 

         

        It seems that watchlists are only for technicians, as opposed to customers. How do we add company employees to a watch list so they can be motified about updates to support tickets for their company?