How to manage multiple projects or clients?

  • Where can we differentiate different tickets from different projects or clients ?
    I have several projects of customers, and several teams of agents..
    thanks in advance

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Contributor Nikhil G

    (@nsgawli)

    Hello,

    Can you please elaborate on it with more information or the help of screen-shots?

    Thread Starter diermez

    (@diermez)

    tickets refer to certain customers and these customers are associated with certain projects or products and those projects or products have certain agents assigned

    Thread Starter diermez

    (@diermez)

    and how to list tickets filter by customer and/or project/product

    Plugin Contributor Nikhil G

    (@nsgawli)

    Hello,

    Please create a custom field for the project/product. For automatic ticket assignment you can use our Assign Agent Rules add-on.
    To filter the tickets you can use advance filters given above the ticket list. You can add additional filters from Support > Ticket List > Agent Ticket Filters settings.

    Thread Starter diermez

    (@diermez)

    thanks!

Viewing 5 replies - 1 through 5 (of 5 total)
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