Jump to content

Reporting on customer chases


Alisha

Recommended Posts

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

Link to comment
Share on other sites

  • 2 weeks later...

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?

Link to comment
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...