How to make "Add resolution notes to comments" added by default
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07-25-2022 12:13 PM
Hello,
How would you make a copy of the Resolution notes to Comments mandatory? This is what the CSM Manager is requesting so that it only has to be recorded once. Pretty sure she's aware it will send a notification.
Thanks,
Trish
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Customer Service Management

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07-25-2022 04:09 PM
Hi Trish,
If i am understanding correctly check this link please
Mark Correct or Helpful if it helps.
***Mark Correct or Helpful if it helps.***
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07-26-2022 11:01 PM
Resolution notes copied to comments is just for those notes to be visible on the portal. Check the BR (or flow) that is behind the tick box and just change the conditions (if close notes changes instead).
If my answer helped you in any way, please then mark it as helpful.
Mark
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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07-26-2022 11:02 PM
And by the way: 'Pretty sure she knows....' should be the trigger for you to mention that. It could very well be the requirement changes or that you need to do something with the notification as well.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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07-29-2022 05:10 AM
I certainly made sure she understands the implications of making this change and that her teams will need to have this communicated to them prior to the change being implemented.
Thanks for your help!
Trish