The /Contacts tab allows you to enter notes and/or background information for a company/contact. So far I can't see this being of much use since you have to enter the contact/company view to see them (which reduces their utility).
This feature request is to have these visible on the Tickets screen (including New Ticket) and display the company/contact information. For example a note like "Don't ever ask if it's plugged in!!" isn't much use unless it's visible on the ticket.
Here's my official +1 on this. This is an ideal feature for cases like Keith presented. Having a quick guide for things to do or not to do would be helpful - especially when creating a ticket when on the phone with someone or giving someone a call and working through the issue with them.
Having the ability to make the notes visible for the contact or company would be great on the sidebar in a ticket, and being able to move it wherever on that sidebar would help as well.
Hi everyone,
Thanks for the great idea! In a few weeks from now, we will be releasing a feature that will enable you to build a customised contact card on the ticket page. Admins will be able to specify the contact / company fields that are most important to an account for quick access and these fields will be shown on the ticket page for an agent to view / edit on the fly. Look forward to updating you when we release the feature. Cheers!
Hi everyone,
Happy news - this feature (called the Requester Widget) has now been deployed to all our customers starting with the Blossom plan. To better understand the feature, please check this link:
https://support.freshdesk.com/support/solutions/articles/37586-driving-additional-context-with-requestor-info
Thanks for all the inputs in helping us build this feature!
Hello,
unfortunately the Requester Widget doesn't solve the stated problem, as it is note possible to add the contact notes to the widget at the moment.
Best,
Thomas
+12We recently revamped the contact/company notes section with the ability to add attachments. Are you referring to this section not being available on the requester widget on a ticket?
Cheers!
+12Thank you, @Thomas. Adding the notes section to the ticket details page is definitely in our plans. You can probably suggest this as a new idea on the community and see how others are reacting to it.
Cheers!
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