Jump to content

Template for info when transferring Requests


Recommended Posts

I guess this has been raised before but I can't find anything. My SD Manager becomes frustrated by Agents transferring Requests to other teams (or other Agents within the same team) with very little info or advice. Ideally he would want the Comments section in the Assign Tab (shaded red in pic below) to have some standard headings for info when assigning (and perhaps even made mandatory). I can't see any way of doing this so (apart from hitting people over the head to ensure they enter meaningful Timeline updates and Comments when assigning) how do others overcome this issue? 

 

image.png.9bf6b22dd079034c5da107cf90c25d49.png

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...