How to identify VIP users

[lee mcdermott]

Hi,

 

just wondering how people have identified users who are classed as "VIP"?

 

I noticed on the Hornbill wiki an entry about creating notices for example if the call is logged for a VIP. But just wondering how that identification is done in the first place?

Would it be done using a custom attribute filed on the users account? or is there a different way to do it?

 

thanks

lee

[Steve Giller]

Generally a Custom Field is used, as this would be consistent across all accounts.

[Sam P]

A bit of a fudge, but we use the CostCenter option under Organisational Structure, we add our VIPs in there and then have a node in the Workflow to add a notice and send a message to Slack if VIP is set 

[lee mcdermott]

@Sam P @Steve Giller

 

thanks for that i will look at this.

 

@Steve Giller when you say custom field it would be the attributes as below?

Can you rename the attribute or use a translation ? if so where would that be?

[lee mcdermott]

[lee mcdermott]

@Steve Giller

 

dont worry steve Ive don it found the attribute and updated the translation to rename to VIP