Alisha Posted February 4, 2021 Posted February 4, 2021 Hello, We currently use sub-statuses to record customer chases on a request, so on the Timeline it would read something like 'Sub-status has been set to '1st Customer Chase'. However, we can't find a way to report on which analyst has set the sub-status. Is there a way to record customer chases and then report on it? I'm curious to know how other organisations are recording this information. Any insight/help would be much appreciated. Many thanks, Alisha
Alisha Posted February 17, 2021 Author Posted February 17, 2021 Since my first post, we've changed how we do our chases. We are now using a custom field on the Details screen. We have a drop down box so the analyst can select '1st chase', '2nd chase', '3rd chase'. Is there a way to report on this since we are using a custom field? We'd like to see which analyst has selected which chase option. We know this field will be constantly changing so don't know if this would be possible?
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