Viewing Cases with 3rd Party Suppliers

[Mhari Lindsay]

Hi folks,

Wondering if anyone has found a way to mark a case with a 3rd party without having to setup Sub Statuses and Supplier Contracts with linked Assets? We are finding this pretty difficult and just want a simple view of cases that sit with a specific 3rd Party. 

If there is no way around having to setup Sub Status with Supplier contracts It would be useful to have the supplier showing in the columns within the request views. So you can search and filter on these!

[Steve Giller]

Sub-statuses would be an efficient way to manage this, the information is then clear on the Request and it's very easy to filter or sort by the sub-status.
You could store a value in a Custom Field and then have a custom view to display Requests with that field set.
You could create a "dummy" team and assign Requests to that Team when they are with the third party, then have a view for that Team's Requests.

There are lots of ways to achieve this, it's really about picking one that suits what you are trying to achieve.

[James Ainsworth]

One option might be to use Connections.  This is simply linking a contact record to a request.   There are different types of connections types that you can define.  In this case you could create a connection type called Third Party.

Before getting too far into making a decision with which way to go, sometimes starting with reporting and communication requirements might lead you to a solution that works best for you.