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Allow Solutions to be 'grouped' and give groups to Companies

Related products:Freshdesk
  • December 6, 2013
  • 1 reply
  • 21 views

We run a healthcare IT consulting company and we have setup a number of different kb Solutions in their appropriate Solution Categories. Given the diversity of our client base (hospitals, clinics, nursing homes, etc), though, we would like to see Freshdesk give us the ability to assign a 'Group' to several of our Solution Categories.  And then allow us to assign that 'Group' to their appropriate Companies when we create the Company at signup.  


So for instance, I could create a Solution Category for each of the 50 States (due to the unique healthcare laws of each state), 11 hospital Solution Categories, 12 clinic Solution Categories, 5 nursing home Solution Categories, and 4 general Solution Categories (with dozens of KB articles in each Solution Category).  Then, instead of having to assign 200+ Companies to all of these individual KB articles/folders, I would simply assign the new/existing Company to the appropriate Group(s).  Then when the company would log in to my help desk, they would only see those Solutions that they have Group membership to see.  The benefit is that instead of having to add each and every single company to each and every single KB solution that is unique to their setting/service level, I could just assign them to four or five 'Groups' at signup and make simple adjustments later if/when needed.


For instance, when a client in a hospital in NE signed up, I would give them access to the General solution category Group, the NE group, and the Hospital group.  They would then see all of the applicable Solutions in the KB without my staff having to add that single company to each and every article/folder in our Solution setup.

1 reply

  • Contributor
  • December 24, 2014
I acctually just started a new freshdesk feature request forum today asking for almost the same exact thing. I didn't see your post until after I posted the request. We would like for our non-agent staff to see specific solutions when they login. I would also like to have the ability to assign specific solutions to customer groups. Did you get anywhere with this?