Hi Everyone,
I've created a ticket form with some custom ticket fields and now I want two of those fields to be auto-filled with the requester's organizations name and a custom field on the requester's organization page when the ticket is created.
Right now, I can't figure out how to do it, could someone please help?
Hi Pedro Farias - you can either create macro to fill out those 2 fields upon saving of the tickets or a trigger that is based on the group owner/assignee.
Hi @dave12,
We have a lot of clients, some that have dedicated customer success reps and some that don't. That information is stored in Salesforce, which we have synced to Zendesk. To save time for our support team, I am trying to have the CSM and the Organization name custom fields automatically filled out based on the email of the requester. Is that possible?
I'm in a similar spot, with an organization's country.
Different Customer Success teams overlook different geographical areas. I'd like to be able to add the organization's country as a ticket field so each team easily looks only into their requests through Views.
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Can you explain a little more about your use case? Once the ticket is created, your agents will have access to the Organization name and fields just by clicking on the Organization tab in the button bar that also contains the requester name and the ticket number.