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Display Organizational Information on Ticket Workspace Similar to User profile card

  • October 29, 2024
  • 1 reply
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Matthew26

Does anyone know if there is a way to display Organization information directly in the ticket workspace? I am looking for something similar to the User essentials card / Customer context to display Organization notes + custom fields. I want it to be easily seen and available to agents. I have seen several workarounds, including making an internal comment via API call or having a trigger copy organizational fields to the ticket. However, I think it would be great if we had something similar to the customer context card .

 

1 reply

  • August 28, 2025
Hi Matthew,
 
Thank you for posting this topic. At the moment, the essentials card only shows the name of the organization a user belong to and  the organization card is only available in the organization tab.
 
You can check this article for your reference:
Configuring cards to view additional information in the Agent Workspace
 
Thanks!