Assign to Team filtered by User

[AlexOnTheHill]

Would it be possible to tweak the means people assign to teams?

We often are asked to assign to a specific person but best practice is to assign to the team which that person belongs to.

Currently, we can look that co-worker up and see the teams they belong to and assign the call to that team

It would be useful if when selecting a co-worker rather than team that the list of available teams then is filtered by the list of teams that co-worker belongs to.

That way the agent can assign the call to that co-workers team without breaking out into another tab/browser.

 

I hope this makes sense

 

Many thanks

[James Ainsworth]

Hi Andy,

Is this referring to the Assign Action on a request or the Progressive Capture Assign form, or possibly both?

 

[AlexOnTheHill]

Apologies for the delayed response, I was referring to the Assign Action on a request.