Trying to limit the number of cases an organization can open, or at least raise a flag when the new case over the set number is open?
is there a way/app that can do that in real-time and not in some reports?
Is there a way to limit the number of cases per organization?
We too are looking for a way to limit the number of open tickets a customer can have a time. It's slowing down our ability to respond in a timely manner and causing our customers to become more escalated
Hi Michelle,
This feature is not natively available at the moment. I understand the importance of what you are trying to achieve. Since customers are mostly bound to the service agreement. What you can do at the moment is have someone monitor the ticket counts per organization.
We have marked this conversation as product feedback for review, which means that your input will be aggregated as a part of our Voice of the Customer program that provides customer feedback to our product development teams.
In addition, I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
This feature is not natively available at the moment. I understand the importance of what you are trying to achieve. Since customers are mostly bound to the service agreement. What you can do at the moment is have someone monitor the ticket counts per organization.
We have marked this conversation as product feedback for review, which means that your input will be aggregated as a part of our Voice of the Customer program that provides customer feedback to our product development teams.
In addition, I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
Hi Omer!
I have designed a workflow to achieve this goal, please take a look here - Workflow: How to restrict the number of tickets a user can submit within an organization
Let me know if you have any doubts about it.
Thank you!
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I wasn't able to find a native way to accomplish what you're looking for. I would recommend taking a look at our App Marketplace to see if there's a 3rd party integration that can accomplish what you're looking for.
I'll also leave this post open in case anyone else as another solution they can share with you.
Cheers!