Is there a way to create a group of users (say web designers), assign tickets and/or contracts to this group so they only see their projects? Having groups would be extremely helpful for us.
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lwilson
- 103
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Support Team
- 7547
Re: Groups
While an exact group support feature does not exist you can use one of the Ticket record predefined customer field (called Field1, Field2, etc.) to manage assignments to groups. Double click the field label to rename it to "Group". Edit its drop down list of values to reflect your groups.
You can now select the group value for each of your Tickets (assign it to the group). Users can then use the Filter (or search) feature to filter the list of Tickets to show only Tickets that belong to the selected group.
Alternatively if you have a spare employee license you can use it and create an Employee that serves as a "group" by settings its name to the group name. You then assign Tickets to this "group" and ask the relevant users to filter the Tickets to display Tickets assigned to this "group".
HTH
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lwilson
- 103
Re: Groups
would that work for contracts? We also use the CommitCRM web interface....I can't see a way to modify and/or add different fields for searching.
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lwilson
- 103
Re: Groups
As far as using the predefined fields (field1) am I right that only can be set up on a new ticket and not on an existing one?
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Support Team
- 7547
Re: Groups
Field1 is accessible in all Tickets - new ones you'll add and existing ones.
Also, once you rename it it'll be rename entirely and will affect all tickets.
You can then visit any of your existing tickets and select the relevant value for this field.
HTH
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