I’d like the community’s ideas for a challenge I’m having:
I want to be able to separate tickets created by partners and customers, first and foremost for analytical purposes.
They use the same portal and forms and everything, but we have partners that acts as a first line for their customers and then escalates to us when needed.
I have setup companies, there are external databases to sync towards to understand which companies are a partner - but I dont know the best approach for making sure that the data of this being a partner follows the ticket - for informational purposes for the agent and for analytical purposes.
If I add a custom field for instance to the Company - it doesnt seem obvious to me that this can be used for filtering in analytics or ticket view.
How would you approach this?
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