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Auto Assigning Tickets based on Client and Service Rep

April Siebart
August 19, 2020

Hi everyone!

I am looking for an answer to the following question:

Is it possible to auto assign a user based on specific clients? 

We have a CSR that has moved to support our sales team, and they will be focusing on specific clients vs all client help desk emails that come in. 

I know that there are post functions when a ticket is created, but I don't see the option of assigning to a user when a specific client is chosen.

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Jack Brickey
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August 19, 2020

What defines "clients" exactly? I would look at Automation to see if you could achieve this. Maybe placing clients into groups and then use if/else block to JQL if the reporter is in the group and assign else if another group then assign...

Jack Brickey
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Champions.
August 19, 2020

or just create Queues based upon "clients" and name the queues by assignee so they can simply assign to themselves.

April Siebart
August 19, 2020

I totally forgot about Automation!

This should solve my problem and will update once I've tried it.

So we are a technology company for the freight and logistics world, we have upwards of 200+ clients that we service and our CSR rep is transitioning to provide a better client experience at the sales level. She will be responsible for some of our larger clients / organizations and I want any support tickets they send in to be assigned directly to her.

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