I did basically the same thing for our system.
What I did was build a custom field, (Select one), and set it to a
global field. In it I put the names of our various business customers,
as well as several others (Referrals, Walk-Ins, Established
Residential). It makes it very easy to do a search by custom field for
the particular item you're looking for. It's also helping because we're
doing a big mailing/marketing push, and we can tag the call backs based
on where they heard about us.
Ben
slamp slamp wrote:
does anyone have a way to label/tag a ticket? lets say a ticket comes
in and it's a hardware support ticket and you want to label/tag it
HARDWARE. How can this be accomplished and also be made searchable?
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