We're looking to use Service desk for handling emailed service requests. Typically they're sent by the customer to the service desk email, but cc'd to other customer 'stakeholders'.
The sender of the email appears as the reporter, but it seems the other participants aren't added to the report in any way, so "reply to customer" in service desk won't send replies to the correct people.
Any suggestions for a solution?
Hi @Roddy Pratt,
this can be solved using Organizations. If all of the included email addresses are within the same customer Organization, then the CC'ed people are added as request participants.
Step 1: Create a customer org & add all customer email addresses
Step 2: CCing works!
For more details please have a look at my blogpost; which is actually on a different topic - but the "Solution" section could be interesting for you.
Cheers, Markus
Founder of 🔮 Duplicate AI // Find & Merge Duplicate Issues
It looks like the "Request Participants" handles this correctly already. The problem was when forwarding a message to service desk email the original recipients can't be added automatically.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Old comment, but if anybody else is wondering,
you could use some Automation that parses any email addresses included in the contents of the forwarded message (maybe requiring some keyword in the message to trigger the parsing of email addresses) and add them as customers and as "request participants"
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Today only! Share what you’re the most excited about for Team ‘25 or just dance out the beginning of a new quarter with us.
Comment the postOnline forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.