We plan to use this for various departments - each department will manage their own requests. I have found where you can assign a contact to an organization, but I don’t see any functionality in the tool that surrounds the organization the agents belong to. I would like to see:
- A Tile that shows the number of tickets for the organization I am assigned to - with the ability to click on it & see all open tickets for my organization. (Similar to the functionality when I click on the My Tickets tile). Tickets assigned to me as well as those assigned to others in my organization would show up in this view.
- A drop down on the reports section, that would allow me to select the organization the reports would be filtered on (default could be ‘All’)
Is this possible?
Right now it is not possible to display view like this. I would recommend you to add a new column to the tickets list called Organization and then create a SharePoint Designer workflow (or Microsoft Flow for Office 365 version) that will start on ticket creation and set this field.
This will allow you create a new view and filter it by organization.
This will also allow you to use another our product called Dashboard Designer to create new charts filtered by this Organization column.
Note: Dashboard Designer is a separate product with a separate pricing.
If we receive more requests about similar functionality, we will include this feature to our roadmap.
Alternatively, you can send a request to [email protected] and our paid support team will provide you estimation for this functionality.