How can I create a note against an Organisation

[Andrew Ansell]

We use Service Management and utilise Organisations as external Companies.

There are some scenarios where I want to be able to have a note pop up to a service desk agent that warns them of some situation with a specific Organisation at the point of creating a ticket for that organsiation.

I've tried a few automations but nothing really seems to fit the bill, is there any way that I can what I want to happen?

[John Funk]

Hi Andrew,

I don't think you will be able to do a popup - but you should be able to add an internal comment when the ticket is created. Is that one of the scenarios you have tried? 

[Andrew Ansell]

Hi John - Yes, I did try with an Internal Comment, but I'm trying to get something more proactive as some of the pop-ups may change how the ticket is prioritised.

Thanks for the response though, appreciate it.

[John Funk]

So the Agent is the one actually creating the ticket? And not the user directly? 

And if so, what would one of those popups look like - meaning what kind of information is in it?