Hi!
I wanted to know if there is any way that we can bulk open tickets that are related to a specific client.
Say for example if Mr. A from company XYZ creates a ticket, and then Ms. B from the same company creates a ticket as well.
If I currently have Mr.A's ticket open and I want to know if there are other tickets already open related to company XYZ (i.e. Ms. B's ticket), is there any way to get both open quickly?
Thank you in advance!
Nathaniel
Nathaniel
Yes, you can do that. As long as your customers belong to the same Organisation, you can look for the organisation tab next to the customer's personal tab.
Clicking there will list tickets from the same organisation.
Thanks a lot Graeme! Really appreciate it!
So as I understand it, the client company will automatically arrive at the top left there if they belong to the same org? Or do I have to create a separate view for that?
Nathaniel
Good stuff. I hope you found that it is automatic and you do not need to create a view.
Just in case it helps, you can automatically map new users to an organisation based on their email domain. So the entire process should easy.
Excellent! Thank you for the additional information! I indeed saw that you didn't have to create a new view, but didn't know it was possible to automatically map by the domain.
Cheers for that! You sir, have made my day :)
Thank you!
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