flagging VIP customers

[eliza6]

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?

[Joshua Davidson]

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]

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]

Joshua, finally found time to test your solution and it works perfectly. Thank you