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Allow multiple customer contacts to be associated with a ticket.

Related products:Freshdesk
  • February 20, 2013
  • 41 replies
  • 523 views

We usually have multiple people who need to be associated with a ticket. Usually it centers around testing in their respective areas of the organization. It would be nice to allow multiple contacts to be associated with a single ticket.

41 replies

  • Contributor
  • June 24, 2014

I see there is an option to CC another person in a ticket so they get an email notification but I want to have multiple requesters to a ticket so multiple end users can update that ticket.


More specifically, we have account managers that raise a ticket on behalf of the end customer. The requester is then changed to the end customer but now the account manager cannot see what the latest status is of the ticket they originally raised. Quite often, the account manager will be able to shed some light on a situation that the end customer may not have known. If we leave the requester as the account manager, they then have to forward the information onto the end customer.


It would be great to have multiple requesters added to tickets so they can review the ticket itself and update accordingly, right from the website.


  • Contributor
  • October 30, 2014

I notice that this has been marked as "Not Taken". However, I think this is an important feature. For instance, please take the following scenario:


A customer emails us on our support email address, and CC's in numerous parties (potentially from both the customer and our company). They have obviously decided that these people should be kept in the loop regarding the issue of concern. A ticket is raised for that requester, and the portal is configured to automatically send updates (public notes, status changes, etc.) to the requester whenever they occur. A support agent then either adds a public note from the website or replies to the helpdesk notification email with the intent that the requester receive the update. However, the update is only sent to the single requester associated with the ticket, meaning that the chain in communication is subsequently broken with the other parties.


Having a "Requester" that is responsible for the ticket, and "Associated Parties" that receive updates and notifications relating to the ticket means that the support process is much more inclusive. The ticket should be visible to both the Requester and any of the "Associated Parties" should they log into the portal.


In the real world, a support ticket may be "owned" by a single person, but more often than not it involves and impacts several people and they should all be able to be included on the interactions involving that ticket.


  • Apprentice
  • February 4, 2015

We have the exact same issue.  Frequently an administrative person at a client's office will submit a support request and CC the company's IT person.  Sometimes a support request will involve a related third-party.  It's critical for us to keep everyone involved.  


  • Community Debut
  • July 23, 2015

We have the very same issue. We usually have several customers who need to update the same ticket, CC feature does not allow them to do so. We kindly recommend reconsidering to implement this feature.


We have the very same issue. It is difficult to make a follow-up, if a customer puts a colleague in CC and can not see the tickets and answers.


  • Contributor
  • November 6, 2016
I've the same issue, I need to allow multiple requesters for 1 ticket then they can follow up on ticket itself as CC is not fukfilling these requiremets.

I hope to know from you, please.

Rehab,

 


  • Community Debut
  • January 4, 2017

We are encountering this same issue with our customers, and having this feature would be extremely helpful.


Regards,

David


  • Community Debut
  • July 21, 2017
+1 for this.

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  • Contributor
  • December 12, 2017

Has anyone responded to this?  I've got the same issue myself and need to give my customers an update. It seems if you lock the system down to use Whitelisted domains the customer cant then 'add another user to the conversation' if those other users arent setup as contacts.  They shouldnt be setup as they dont want them to raise tickets as it needs to go through their dedicated helpdesk but they need to copy in their end users for further information. Freshdesk can seem to give me an answer to this so far.... still waiting


  • Community Debut
  • February 2, 2018

after 5 years of no response, I'd say Freshdesk doesn't care. They have their hands full trying to keep the basic operation of sending outbound emails reliably lately, but I +1 this as well. 


I just returned to freshdesk after having created my free account back in in 2012 and was hoping this feature would have been implemented by now :(
The lack of being able to collaborate on tickets with multiple customers (except for CC mails but that simply isn't sufficient) basically stopped me from becoming a customer back in 2012 and is stopping me again now in 2018...


Pretty please do reconcider picking up this feature request! :)


  • Community Debut
  • February 5, 2018

OK, I think i figured this out. Under Admin->Email Settings, the section for 


'Use "Reply-to" email address to create requester contacts' was set to Yes. I changed this to No and now the email notifications for ticket comments show the person that actually made the comment, not the original requester. 


You can close this ticket. 


Thanks,

Mike



  • Community Debut
  • February 5, 2018

Sorry, I replied to the wrong ticket with my last update. please disregard



Is it STILL not an option to allow multiple people to have access to specific tickets?

I understand we can give some people access to EVERY ticket in a company, but that isn't what we want.


If a customer raises a ticket, but then goes away on Vacation, we would like the ability to add another contact so they can pick up the pieces in case the original requester is unable to respond.


aravind.sundararajan
Skilled Expert
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Hello,


There are various options through which you can involve multiple users in a ticket. Let's visit these options and you can pick any of these that you think might work for your workflow.


1. User A submits a ticket and CC's User B: This is a typical case where users copy multiple people to keep them informed about the events on the ticket. The CC'd users are free to collaborate and they can respond back in case if the actual ticket requester is unavailable.


@Blare mentioned earlier on the thread that if the agent or the user adds a public note by any means, they aren't sent to the users copied on the ticket. We'd recently branched out the CC notifications and now, you can alert CC'd users even if there is a public note added to a ticket.



2. Client Manager permission: Some users might want complete access to the tickets submitted from their company/domain. We call them the Client Manager and once you enable this permission for an user, he/she would be able to view all tickets submitted by anyone from the same domain. For more details, refer to Client Manager.


3. Ability to transfer ownership of the ticket: In some cases, the actual ticket requester might no longer work for the company or temporarily unavailable and they would want to transfer ongoing ticket threads to a different user. This can be done by editing the requester information on the ticket and providing access to the new user. For more details, refer to Edit tickets.


I hope we've covered all possible cases where you'd need to keep multiple users informed about the events on a ticket. If we've missed any, please add your comment below so that we can discuss further and see how we can solve your use-case.


Cheers!


Use Case 1 is handy for keeping people passively informed, but they do not have access to that ticket within the Freshdesk Portal, so they are unable to keep track of it, or refer to it without going through their emails. It would be great people who are CC'd in tickets are able to see these tickets in the Portal.


Use Case 2 is useful but does not fit our scenario where a ticket may be raised and relevant to more than one company. Since the ticket can only be associated with one raiser / company, it means we can't have clients from multiple companies keeping track of this one ticket.



  • Community Debut
  • October 29, 2018

I've seen this asked throughout the FD forums, as I've been looking for the same functionality myself now too ... the concept is simple; a ticket should be allowed to have 2 or more end-user "contacts" that have full access to it, regardless of which created one created it.


Ideally, it'd be a switch for each user you cc: on the ticket - choosing full contributors or view-only access.


Not sure why this seemingly simple request has been failing to get worked on by Freshdesk for over 5 years, neither being completed nor any explanation of why it would be so difficult to accomplish.  Can you fill us in maybe, on why this particular feature is unlikely to ever see the light of day?  As a tech guy and developer myself, I'd appreciate the insight!


Thanks

-michael


  • Contributor
  • February 20, 2019

What is the status? We have the same issue. In project usually more than 1 person involved. Email CC is not an option as we want to avoid email mess. 
It would be great if the Requester could add another person to the ticket. Basically the Request should do all this...not the Ticket system admin. 


  • Community Debut
  • March 6, 2019

We really need a way to have multiple contacts on a ticket. Simply adding a list of related contacts would be perfect.


I completely agree to what is said. Multiple contacts is a must. We are very happy with Freshdesk but if this feature does not get implemented we have to change to a new solution in mid and long-term :(  Dear Freshdesk ... pls make something ...


  • Community Debut
  • May 7, 2019

This is the 1 thing thats missing from freshdesk that I have found so far and would be great to have multiple people able to see the ticket in the web portal!


  • Contributor
  • May 20, 2019

+1 to this. The one ticket = one user paradigm does not reflect the way we use FreshDesk, and makes customer interactions awkward / difficult to track and respond to. 


  • Community Debut
  • May 21, 2019

+1 as well.


  • Community Debut
  • August 27, 2019

+1, this is necessary feature


  • Community Debut
  • October 16, 2019

 +1 for this essential feature
We need it right now ! please Freshdesk team, help us