Skip to content
Snippets Groups Projects
  1. Dec 17, 2017
    • Peter Rotich's avatar
      Thread Referral · 6ab63563
      Peter Rotich authored
      Add the initial concept of thread (tickets & tasks) referral.
      
      * Agent & Team
      Referring a ticket to an agent or team - is just like assignment without
      actually assigning. If referred agent doesn't have access to the ticket's
      department then they'll only have view access.
      
      * Department
      This is like assigning a ticket to the entire department. Meaning agents who
      have access to the referred to department will now see the ticket - what
      they can do with the ticket will depend on the assigned role in that
      particular department.
      
      It's important to note the ticket will technically be still the
      responsibility of the primary department. Transferring the ticket is the
      sure way to relinquishing the responsibility.
      
      * Auto Department Referral via email
      This will happen if an email is sent to multiple departments. For example an
      email with TO: support &  CC: billing will result in the ticket getting
      routed to "support" department and "billing" getting a referral of the same
      ticket. This allows both departments to have visibility of the ticket -
      which is not possible at the moment.
      6ab63563
  2. Dec 13, 2017
    • Peter Rotich's avatar
      Thread Referral · 523dc8d6
      Peter Rotich authored
      Add the initial concept of thread (tickets & tasks) referral.
      
      * Agent & Team
      Referring a ticket to an agent or team - is just like assignment without
      actually assigning. If referred agent doesn't have access to the ticket's
      department then they'll only have view access.
      
      * Department
      This is like assigning a ticket to the entire department. Meaning agents who
      have access to the referred to department will now see the ticket - what
      they can do with the ticket will depend on the assigned role in that
      particular department.
      
      It's important to note the ticket will technically be still the
      responsibility of the primary department. Transferring the ticket is the
      sure way to relinquishing the responsibility.
      
      * Auto Department Referral via email
      This will happen if an email is sent to multiple departments. For example an
      email with TO: support &  CC: billing will result in the ticket getting
      routed to "support" department and "billing" getting a referral of the same
      ticket. This allows both departments to have visibility of the ticket -
      which is not possible at the moment.
      523dc8d6
  3. Dec 11, 2014
Loading