Hi,
We have a situation where we work with a partner on our support service and therefore when we add their email address to our case we generate a circular communication that keeps both our cases open. The following is the workflow:
- Open case
- Add our partners support@ email address to case, so all three parties see communications
- Case resolved
- Partner service desk platform closes the case
- Our platform (Creatio) sends an email asking for feedback on the case to both the case contact (customer) AND the partner
- This causes the partners system to automatically reopen the case on their end
How can we at step 3.2 prevent the partner email being sent?
thanks
Mark
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1 comments
16:27 Feb 07, 2024
Hello,
Thank you for your question!
With the basic tools of the application, it is impossible to filter to whom exactly to send an email with a request to evaluate the work. However, you can achieve this by customizing the basic process of sending a feedback request to a contact in a case (Reevaluate case level request process).
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