Update data by agent
This page describes where service agents can find saved information about customers and organizations.
Last updated
This page describes where service agents can find saved information about customers and organizations.
Last updated
The service agent can easily edit information about customers on the issue in the service project (on the element called 'issue context').
Go to the service project and select the issue
Click Customers and Organizations: Show customer information
The table view opens. The content of this view is described in the table below
Section | Description |
Customer | You can click on the name and select between customers from Reporter and Request Participants fields. |
Requests | The number of Open and Closed requests. By clicking on them, you are redirected to the issue navigator (it opens in the new tab). Classic service projects
Next-gen service projects
|
Additional information | Here you can find all values collected in the form (provided by customer or service agent, depending on the configuration). |
Organizations | If the customer is added to the organization, here you find details about this organization. The field types are also defined in the form creation section. |
If you don't see the Customers and Organization element, please contact your Administrator to grant you the Customers & Organizations Browse Permission.
Click on the field value (in tabs Additional information or Organizations) to make the update.