Charles_VB
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Joined 6 years ago
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Re: Gotoassist unattended verification code
Maybe GoToAssist could be configured to issue us a block of approved codes 10 or 20 at a time instead of the way they do it now. I was not required to get a verification code to add kudos to the original post so I'm not sure why that was required before.2.9KViews0likes0CommentsCompany Admin approval on incident reports?
Does anyone know of a way to mark an incident approved - yes - no with the company admin being the only person that can approve the incident work? The changes section has approval methods already set up but in my case, the customer wants to approve the incident repairs before we work on them. Any ideas?1.3KViews0likes0CommentsRe: Emailed ticket creation and portal view
Thanks for the reply. The customer emailed the ticket in so it was linked to the customer already but the ticket had no option to check a box to add the ticket to the portal. I guess that makes sense because the user does not have portal access, but that kept the company admin from seeing the ticket. I ran several tests and verified that unless the person emailing a request in has portal access, their tickets are not seen in the portal. I added all of the employees to have standard portal access to fix my problem. The company "operations officer" does not want employees to have portal access even though I explained that with standard access, they can only see their incidents and no others. I'm going to make sure your suggestion "You can set Show in Portal to check by default if you go to Configure > Services > Service Name > Incidents > Default Selections" is set and I'll experiment again with a no portal access customer creating an incident by email to see if it now shows in the portal. Thanks again, Charles2.3KViews0likes0CommentsEmailed ticket creation and portal view
When customers without portal access create a ticket using email, their tickets are not viewable in the portal for our customer's admin to see. I ran several tests to verify that not being a portal user prevents emailed tickets from being viewed in the portal. Is there a way to automatically add emailed tickets to the customer portal?Solved