Jeremy Posted September 18, 2019 Posted September 18, 2019 I'm sure that this has been asked for before but I can;t for the life of me remember the outcome or find the thread. Is there a way to mark customers in Service Manager so that when teams/analysts are looking at the customer in as part of a request they can see that there is a note/symbol etc for signifying certain people require additional support.
James.Johnson Posted September 18, 2019 Posted September 18, 2019 Hi Jeremy - I've used an attribute field from the user profile to flag VIP customers and built this into the business process to flag them. Hope this is useful.
Victor Posted September 18, 2019 Posted September 18, 2019 @Jeremy adding to @James.Johnson advice, (additional) fields in the user profile (such as customer fields or custom attributes) can be made visible in a request (it will be in "Customer" section in "Request Details" when opening a request). Information about how this can be configured can be found here: https://wiki.hornbill.com/index.php/Request_Settings
Jeremy Posted September 18, 2019 Author Posted September 18, 2019 thank you to @Victor and @James.Johnson for your quick and helpful responses.
Steven Boardman Posted September 18, 2019 Posted September 18, 2019 @Jeremy there is also a few forum threads on this topic - popular topic
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