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VIPs

  • 4 February 2016
  • 1 reply
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E
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We have certain customers who we need to treat as VIPs.


When the team are logging calls it would be very useful to have an indication that the person is a VIP.

In the contacts form we have created a checkbox that can be ticked to highlight the contact is a VIP.

How do we get this checkbox onto the new incident form so when the requester details are added the checkbox is ticked if they are a VIP. Similar to the way the company field is updated.


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1 reply

E
Rank

Not sure if you're still looking for an answer to this, but I'll tell you how we have dealt with it. 




Like you, we've added a check box to our user profiles called "Priority". 




I have a Dispatcher Rule set up to recognize requests from our VIP's. I've pasted a screen shot of it below. 








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